Position in UL
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$8,894,384
-$1,528,937 QoQ
Shares Held
156,124
-2.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026NewEdge Advisors, LLC holds $135,791,756 across 15 Household & Personal Products names. UL ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMB |
Kimberly Clark Corp
|
575,164 | $55,486,071 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
373,575 | $53,959,173 | |
| 3 | UL |
Unilever PLC
This page
|
156,124 | $8,894,384 | |
| 4 | CLX |
Clorox Co /De/
|
66,160 | $6,856,160 | |
| 5 | CL |
Colgate Palmolive Co
|
53,655 | $4,573,015 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
28,852 | $2,692,468 | |
| 7 | KVUE |
Kenvue Inc.
|
120,048 | $2,069,627 | |
| 8 | EL |
Estee Lauder Companies Inc
|
8,324 | $597,413 |
All Filings in UL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,894,384 | 156,124 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $10,423,321 | 159,378 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||