Position in UL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,088,749
-$428,014 QoQ
Shares Held
34,743
-21.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#334
of 1,172 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $70,788,734 across 13 Household & Personal Products names. UL ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
339,293 | $49,753,925 | |
| 2 | KMB |
Kimberly Clark Corp
|
67,535 | $7,413,316 | |
| 3 | CL |
Colgate Palmolive Co
|
67,984 | $6,232,773 | |
| 4 | UL |
Unilever PLC
This page
|
34,743 | $2,088,749 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
18,352 | $1,777,941 | |
| 6 | KVUE |
Kenvue Inc.
|
65,130 | $1,244,634 | |
| 7 | EL |
Estee Lauder Companies Inc
|
7,705 | $608,309 | |
| 8 | CLX |
Clorox Co /De/
|
5,550 | $529,692 |
All Filings in UL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,088,749 | 34,743 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,516,763 | 44,177 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,366,433 | 36,184 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,703,584 | 45,607 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,873,459 | 46,975 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,113,667 | 35,494 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,427,310 | 25,173 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,660,638 | 25,564 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,656,597 | 121,051 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,852,896 | 136,539 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,120,937 | 146,884 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,233,983 | 146,437 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,079,217 | 154,982 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,736,210 | 206,744 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $9,952,995 | 197,676 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,853,388 | 133,517 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,349,190 | 116,718 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,232,418 | 70,933 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $575,767 | 10,704 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $460,746 | 7,876 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $407,949 | 7,307 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $433,143 | 7,176 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $249,372 | 4,043 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $212,275 | 3,868 | Shares | Sole | 2020-08-25 | |
| No filing history on record for this holder in this stock. | ||||||