Position in UL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$987,110
+$453,131 QoQ
Shares Held
16,419
+75.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#456
of 1,172 holders
Holding Since
Dec 2020
22 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, 2026MISSION WEALTH MANAGEMENT, LP holds $17,957,423 across 7 Household & Personal Products names. UL ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
83,622 | $12,262,330 | |
| 2 | CL |
Colgate Palmolive Co
|
20,832 | $1,909,877 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
13,652 | $1,322,605 | |
| 4 | UL |
Unilever PLC
This page
|
16,419 | $987,110 | |
| 5 | KMB |
Kimberly Clark Corp
|
6,777 | $743,911 | |
| 6 | CLX |
Clorox Co /De/
|
6,461 | $616,637 | |
| 7 | NWL |
Newell Brands Inc.
|
18,722 | $114,953 |
All Filings in UL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,110 | 16,419 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $533,979 | 9,373 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $632,745 | 9,675 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $656,644 | 11,077 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $726,393 | 11,875 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $684,646 | 11,497 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $642,865 | 11,338 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $684,678 | 10,540 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $495,460 | 9,010 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $333,061 | 6,636 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $267,173 | 5,511 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $241,615 | 4,891 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $254,603 | 4,884 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $254,872 | 4,908 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $255,677 | 5,078 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $216,525 | 4,939 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $256,878 | 5,637 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $347,483 | 6,460 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $228,157 | 4,208 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $224,113 | 3,831 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $227,395 | 4,073 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $239,146 | 3,962 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||