Position in UL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$727,632
-$234,477 QoQ
Shares Held
12,103
-28.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#520
of 1,172 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CMH Wealth Management LLC holds $4,168,099 across 2 Household & Personal Products names. UL ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
23,462 | $3,440,467 | |
| 2 | UL |
Unilever PLC
This page
|
12,103 | $727,632 |
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,632 | 12,103 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $962,109 | 16,888 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||