Position in UL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$319,116
+$61,612 QoQ
Shares Held
5,308
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#746
of 1,170 holders
Holding Since
Dec 2020
14 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, 2026SIMON QUICK ADVISORS, LLC holds $2,425,373 across 3 Household & Personal Products names. UL ranks #2 (13.2% of the industry book) .
All Filings in UL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,116 | 5,308 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $257,504 | 4,520 | Shares | Sole | 2026-05-06 | |
| 2025-03-31 | $491,763 | 8,258 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $485,635 | 8,565 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $509,481 | 7,843 | Shares | Sole | 2024-10-15 | |
| 2023-06-30 | $294,691 | 5,653 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $349,956 | 6,739 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $245,657 | 4,879 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $53,089 | 1,165 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $76,112 | 1,415 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $98,355 | 1,814 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $128,700 | 2,200 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $122,825 | 2,200 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $102,612 | 1,700 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||