Position in UL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$294,822
-$195,399 QoQ
Shares Held
4,904
-43.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#768
of 1,177 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $4,261,721 across 23 Household & Personal Products names. UL ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
12,108 | $1,775,510 | |
| 2 | CL |
Colgate Palmolive Co
|
8,564 | $785,142 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
4,446 | $430,723 | |
| 4 | UL |
Unilever PLC
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|
4,904 | $294,822 | |
| 5 | KMB |
Kimberly Clark Corp
|
2,348 | $257,734 | |
| 6 | KVUE |
Kenvue Inc.
|
12,251 | $234,113 | |
| 7 | CLX |
Clorox Co /De/
|
1,475 | $140,770 | |
| 8 | NWL |
Newell Brands Inc.
|
20,173 | $123,859 |
All Filings in UL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,822 | 4,904 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $490,221 | 8,605 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $278,273 | 4,255 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $268,595 | 4,531 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $287,129 | 4,694 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $102,424 | 1,720 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $98,372 | 1,735 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $199,946 | 3,078 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $225,621 | 4,103 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $201,411 | 4,013 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $250,445 | 5,166 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $733,785 | 14,854 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $785,649 | 15,071 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $303,163 | 5,838 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $313,729 | 6,231 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $234,060 | 5,339 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $264,757 | 5,777 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $163,686 | 3,592 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $171,320 | 3,185 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||