Position in UL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$693,544
+$81,573 QoQ
Shares Held
11,536
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#532
of 1,170 holders
Holding Since
Mar 2020
23 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, 2026Wealthspire Advisors, LLC holds $16,899,595 across 6 Household & Personal Products names. UL ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
85,654 | $12,560,302 | |
| 2 | CL |
Colgate Palmolive Co
|
15,063 | $1,380,975 | |
| 3 | EL |
Estee Lauder Companies Inc
|
12,251 | $967,216 | |
| 4 | KMB |
Kimberly Clark Corp
|
7,061 | $775,085 | |
| 5 | UL |
Unilever PLC
This page
|
11,536 | $693,544 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
5,393 | $522,473 |
All Filings in UL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,544 | 11,536 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $611,971 | 10,742 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $786,108 | 12,020 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $637,734 | 10,758 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $736,058 | 12,033 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $711,205 | 11,943 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $829,068 | 14,622 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $908,141 | 13,980 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $833,098 | 15,150 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $743,615 | 14,816 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $696,560 | 14,368 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $744,902 | 15,079 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $520,674 | 9,988 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $525,842 | 10,126 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $725,292 | 14,405 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $457,426 | 10,434 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $501,151 | 10,935 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $269,756 | 5,015 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $472,419 | 8,713 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $389,079 | 6,969 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $278,621 | 4,616 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $252,579 | 4,095 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $376,190 | 7,439 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||