Position in UL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$239,103
-$35,380 QoQ
Shares Held
4,197
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Sterling Investment Advisors, Ltd. holds $2,803,170 across 1 Household & Personal Products name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
19,116 | $2,803,170 |
All Filings in UL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,103 | 4,197 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $274,483 | 4,197 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $280,098 | 4,725 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $307,379 | 5,025 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $340,923 | 5,725 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $324,664 | 5,726 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $449,913 | 6,926 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $394,608 | 7,176 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $360,163 | 7,176 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $347,892 | 7,176 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $354,494 | 7,176 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $374,085 | 7,176 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $372,649 | 7,176 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $361,311 | 7,176 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $340,900 | 7,776 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $379,289 | 8,276 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $442,074 | 9,701 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $718,956 | 13,366 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $989,461 | 18,249 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,280,272 | 21,885 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,160,314 | 20,783 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,141,106 | 18,905 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,025,553 | 16,627 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $912,379 | 16,625 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $840,726 | 16,625 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||