Position in UL
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$49,336
-$10,505 QoQ
Shares Held
866
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Derivatives in UL
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$58,061
PutShares
866
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Quaker Wealth Management, LLC holds $494,544 across 8 Household & Personal Products names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
4,800 | $440,064 | |
| 2 | CLX |
Clorox Co /De/
|
305 | $29,109 | |
| 3 | PG |
PROCTER & GAMBLE Co
|
98 | $14,370 | |
| 4 | KMB |
Kimberly Clark Corp
|
48 | $5,268 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
38 | $3,681 | |
| 6 | KVUE |
Kenvue Inc.
|
55 | $1,051 | |
| 7 | EL |
Estee Lauder Companies Inc
|
8 | $631 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
5 | $370 |
All Filings in UL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,336 | 866 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $59,841 | 915 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $57,798 | 975 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $59,640 | 975 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $58,061 | 975 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||