Position in UL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$17,916,842
+$4,221,539 QoQ
Shares Held
298,018
+24.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#4
of 178 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $277,579,709 across 20 Household & Personal Products names. UL ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,411,990 | $207,054,213 | |
| 2 | CL |
Colgate Palmolive Co
|
282,450 | $25,895,016 | |
| 3 | UL |
Unilever PLC
This page
|
298,018 | $17,916,842 | |
| 4 | KMB |
Kimberly Clark Corp
|
69,916 | $7,674,679 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
40,316 | $3,905,814 | |
| 6 | CLX |
Clorox Co /De/
|
38,034 | $3,629,964 | |
| 7 | KVUE |
Kenvue Inc.
|
165,719 | $3,166,890 | |
| 8 | NWL |
Newell Brands Inc.
|
418,586 | $2,570,118 |
All Filings in UL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,916,842 | 298,018 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $13,695,303 | 240,395 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $12,412,396 | 189,792 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||