Position in UL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,589,727
+$208,497 QoQ
Shares Held
43,076
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#33
of 178 holders
Holding Since
Dec 2025
3 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, 2026Merit Financial Group, LLC holds $61,971,638 across 12 Household & Personal Products names. UL ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
303,351 | $44,483,386 | |
| 2 | CL |
Colgate Palmolive Co
|
50,925 | $4,668,800 | |
| 3 | EL |
Estee Lauder Companies Inc
|
45,906 | $3,624,277 | |
| 4 | UL |
Unilever PLC
This page
|
43,076 | $2,589,727 | |
| 5 | KMB |
Kimberly Clark Corp
|
21,293 | $2,337,329 | |
| 6 | KVUE |
Kenvue Inc.
|
77,208 | $1,475,442 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
11,156 | $1,080,791 | |
| 8 | CLX |
Clorox Co /De/
|
6,874 | $656,053 |
All Filings in UL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,589,727 | 43,076 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $2,381,230 | 41,798 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $2,739,016 | 41,881 | Shares | Other | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||