Position in UL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$953,803
+$22,116 QoQ
Shares Held
15,865
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#467
of 1,170 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $38,748,984 across 11 Household & Personal Products names. UL ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
144,174 | $21,141,675 | |
| 2 | KMB |
Kimberly Clark Corp
|
58,337 | $6,403,652 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
41,371 | $4,008,022 | |
| 4 | CL |
Colgate Palmolive Co
|
34,694 | $3,180,745 | |
| 5 | KVUE |
Kenvue Inc.
|
77,515 | $1,481,311 | |
| 6 | UL |
Unilever PLC
This page
|
15,865 | $953,803 | |
| 7 | EL |
Estee Lauder Companies Inc
|
10,144 | $800,868 | |
| 8 | CLX |
Clorox Co /De/
|
5,359 | $511,462 |
All Filings in UL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $953,803 | 15,865 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $931,687 | 16,354 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,853,959 | 28,348 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,038,349 | 17,516 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,180,519 | 19,299 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,182,186 | 19,852 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,114,552 | 19,657 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,089,379 | 16,770 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,912,882 | 34,786 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,470,704 | 49,227 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,347,935 | 48,431 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,524,878 | 30,868 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,567,863 | 30,076 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,497,400 | 28,835 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,123,611 | 22,316 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,377,585 | 31,423 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,499,833 | 32,726 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,406,382 | 30,862 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $1,655,709 | 30,781 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $1,702,888 | 31,407 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $1,925,586 | 32,916 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $1,722,522 | 30,853 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,468,981 | 24,337 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $495,660 | 8,036 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||