Position in UL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$509,396
+$52,782 QoQ
Shares Held
8,473
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#601
of 1,170 holders
Holding Since
Jun 2020
24 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, 2026Principle Wealth Partners LLC holds $19,635,429 across 7 Household & Personal Products names. UL ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
74,709 | $10,955,327 | |
| 2 | KMB |
Kimberly Clark Corp
|
56,315 | $6,181,697 | |
| 3 | CL |
Colgate Palmolive Co
|
7,595 | $696,309 | |
| 4 | UL |
Unilever PLC
This page
|
8,473 | $509,396 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
4,800 | $465,024 | |
| 6 | CLX |
Clorox Co /De/
|
4,829 | $460,879 | |
| 7 | KVUE |
Kenvue Inc.
|
19,194 | $366,797 |
All Filings in UL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,396 | 8,473 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $456,614 | 8,015 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $546,874 | 8,362 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $534,824 | 9,022 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $551,875 | 9,022 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $528,446 | 8,874 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $503,156 | 8,874 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $550,146 | 8,469 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $465,710 | 8,469 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $524,134 | 10,443 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $506,276 | 10,443 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $541,720 | 10,966 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $608,149 | 11,666 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $694,096 | 13,366 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $727,356 | 14,446 | Shares | Defined | 2023-02-02 | |
| 2022-09-30 | $686,490 | 15,659 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $839,560 | 18,319 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $940,474 | 20,638 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,159,281 | 21,552 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,286,261 | 23,723 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,614,659 | 27,601 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,122,655 | 38,020 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,296,879 | 38,053 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $52,135 | 950 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||