Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$115,791
+$14,271 QoQ
Shares Held
1,926
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#928
of 1,172 holders
Holding Since
Mar 2020
17 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, 2026Strategic Wealth Partners, Ltd. holds $1,145,297 across 7 Household & Personal Products names. UL ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,800 | $850,512 | |
| 2 | UL |
Unilever PLC
This page
|
1,926 | $115,791 | |
| 3 | KMB |
Kimberly Clark Corp
|
1,053 | $115,587 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
618 | $59,871 | |
| 5 | CLX |
Clorox Co /De/
|
22 | $2,099 | |
| 6 | ELF |
e.l.f. Beauty, Inc.
|
14 | $1,036 | |
| 7 | KVUE |
Kenvue Inc.
|
21 | $401 |
All Filings in UL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,791 | 1,926 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $101,520 | 1,782 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $116,542 | 1,782 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $137,055 | 2,312 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $105,028 | 1,717 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $321,877 | 4,955 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $295,461 | 5,373 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $265,605 | 5,292 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $444,319 | 9,165 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $1,950,113 | 39,476 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $2,309,412 | 44,301 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $1,959,785 | 37,739 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,312,978 | 26,077 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $2,109,143 | 48,110 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $2,211,482 | 48,254 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $2,238,536 | 49,123 | Shares | Sole | 2022-05-19 | |
| 2020-03-31 | $190,648 | 3,770 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||