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Equibles

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in UL — Unilever PLC

CIK 1632972 PLYMOUTH, MN
Back to UL Full portfolio

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
#103
of 1,177 holders
Holding Since
Mar 2023
13 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, 2026

WEALTH 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

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,916,842 298,018
2026-03-31 $13,695,303 240,395
2025-12-31 $12,412,396 189,792
2025-09-30 $13,310,206 224,531
2025-06-30 $12,953,780 211,767
2025-03-31 $11,692,402 196,346
2024-12-31 $8,871,799 156,469
2024-09-30 $7,179,903 110,528
2024-06-30 $5,201,341 94,587
2024-03-31 $4,682,629 93,298
2023-12-31 $4,777,268 98,541
2023-09-30 $5,201,767 105,299
2023-03-31 $239,241 4,607