Position in UL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$531,340
-$2,525 QoQ
Shares Held
8,838
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#585
of 1,172 holders
Holding Since
Mar 2020
26 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, 2026Garrett Wealth Advisory Group, LLC holds $1,556,500 across 2 Household & Personal Products names. UL ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
6,991 | $1,025,160 | |
| 2 | UL |
Unilever PLC
This page
|
8,838 | $531,340 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,340 | 8,838 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $533,865 | 9,371 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $683,233 | 10,447 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $697,192 | 11,761 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $719,175 | 11,757 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $731,690 | 12,287 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $658,004 | 11,605 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $705,790 | 10,865 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $566,727 | 10,306 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $523,331 | 10,427 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $503,852 | 10,393 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $571,310 | 11,565 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $605,281 | 11,611 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $560,687 | 10,797 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $571,019 | 11,341 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $510,210 | 11,638 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $533,049 | 11,631 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $529,706 | 11,624 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $677,968 | 12,604 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $687,130 | 12,673 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $741,019 | 12,667 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $713,897 | 12,787 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $792,346 | 13,127 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $837,799 | 13,583 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $784,454 | 14,294 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $730,028 | 14,436 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||