Steward Partners Investment Advisory, LLC

Position in UL — Unilever PLC

CIK 1723397 STAMFORD, CT

Position in UL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,593,925

+$440,818 QoQ

Shares Held

93,046

+2.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#202

of 1,177 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $66,351,989 across 19 Household & Personal Products names. UL ranks #3 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	287,360	$42,138,470
2	CL	Colgate Palmolive Co	74,727	$6,850,971
3	UL	Unilever PLC This page	93,046	$5,593,925
4	KMB	Kimberly Clark Corp	32,923	$3,613,957
5	EL	Estee Lauder Companies Inc	40,214	$3,174,895
6	CHD	Church & Dwight Co Inc /De/	20,108	$1,948,063
7	CLX	Clorox Co /De/	14,380	$1,372,427
8	KVUE	Kenvue Inc.	58,690	$1,121,565

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,593,925	93,046	+2.9%	Shares	Sole	2026-08-13
2026-03-31	$5,153,107	90,453	+9.0%	Shares	Sole	2026-05-08
2025-12-31	$5,427,546	82,990	-7.5%	Shares	Sole	2026-02-12
2025-09-30	$5,315,937	89,675	+8.0%	Shares	Sole	2025-11-12
2025-06-30	$5,079,126	83,033	+6.3%	Shares	Sole	2025-08-12
2025-03-31	$4,651,926	78,118	+10.7%	Shares	Sole	2025-05-13
2024-12-31	$4,001,378	70,571	+35.0%	Shares	Sole	2025-02-06
2024-09-30	$3,396,695	52,289	+4.1%	Shares	Sole	2024-11-14
2024-06-30	$2,762,753	50,241	+6.4%	Shares	Sole	2024-08-08
2024-03-31	$2,370,826	47,237	+223.2%	Shares	Sole	2024-05-15
2023-12-31	$708,632	14,617	-9.5%	Shares	Sole	2024-02-12
2023-09-30	$798,303	16,160	+8.6%	Shares	Sole	2023-11-13
2023-06-30	$775,747	14,881	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$772,354	14,873	-1.3%	Shares	Sole	2023-05-15
2022-12-31	$759,026	15,075	+2.0%	Shares	Sole	2023-02-15
2022-09-30	$648,130	14,784	+31.1%	Shares	Sole	2022-11-10
2022-06-30	$516,779	11,276	-4.1%	Shares	Sole	2022-08-04
2022-03-31	$535,857	11,759	-22.7%	Shares	Sole	2022-05-02
2021-12-31	$818,468	15,216	-5.2%	Shares	Sole	2022-02-08
2021-09-30	$870,014	16,046	+8.2%	Shares	Sole	2021-11-12
2021-06-30	$867,847	14,835	-32.6%	Shares	Sole	2021-08-13
2021-03-31	$1,229,264	22,018	+51.5%	Shares	Sole	2021-05-14
2020-12-31	$877,151	14,532	+74.2%	Shares	Sole	2021-02-11
2020-09-30	$514,596	8,343	+7.9%	Shares	Sole	2020-10-30
2020-06-30	$424,167	7,729	+9.8%	Shares	Sole	2020-08-06
2020-03-31	$356,113	7,042	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.