Position in UL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$642,141
+$122,062 QoQ
Shares Held
10,681
+17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#551
of 1,170 holders
Holding Since
Dec 2020
23 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, 2026Stratos Wealth Partners, LTD. holds $23,434,141 across 8 Household & Personal Products names. UL ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
123,358 | $18,089,217 | |
| 2 | KMB |
Kimberly Clark Corp
|
17,264 | $1,895,069 | |
| 3 | CL |
Colgate Palmolive Co
|
15,400 | $1,411,872 | |
| 4 | UL |
Unilever PLC
This page
|
10,681 | $642,141 | |
| 5 | CLX |
Clorox Co /De/
|
5,048 | $481,781 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
3,739 | $362,234 | |
| 7 | EL |
Estee Lauder Companies Inc
|
4,219 | $333,090 | |
| 8 | NWL |
Newell Brands Inc.
|
35,625 | $218,737 |
All Filings in UL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,141 | 10,681 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $520,079 | 9,129 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $512,278 | 7,833 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $449,046 | 7,575 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $411,429 | 6,726 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $422,864 | 7,101 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $534,794 | 9,432 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $540,077 | 8,314 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $474,288 | 8,625 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $993,963 | 19,804 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,019,243 | 21,024 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,041,400 | 21,081 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $472,402 | 9,062 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $382,827 | 7,372 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $438,548 | 8,710 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $307,844 | 7,022 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $394,413 | 8,606 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $300,397 | 6,592 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $309,023 | 5,745 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $310,301 | 5,723 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $318,532 | 5,445 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $228,400 | 4,091 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $300,653 | 4,981 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||