Position in UL
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$3,043,154
-$2,737,307 QoQ
Shares Held
50,618
-50.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#270
of 1,170 holders
Holding Since
Dec 2020
23 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, 2026Beacon Pointe Advisors, LLC holds $51,641,981 across 8 Household & Personal Products names. UL ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
214,501 | $31,454,426 | |
| 2 | CL |
Colgate Palmolive Co
|
90,487 | $8,295,848 | |
| 3 | KMB |
Kimberly Clark Corp
|
41,870 | $4,596,069 | |
| 4 | UL |
Unilever PLC
This page
|
50,618 | $3,043,154 | |
| 5 | EL |
Estee Lauder Companies Inc
|
22,332 | $1,763,111 | |
| 6 | CLX |
Clorox Co /De/
|
15,943 | $1,521,599 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
7,663 | $742,391 | |
| 8 | KVUE |
Kenvue Inc.
|
11,794 | $225,383 |
All Filings in UL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,043,154 | 50,618 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $5,780,461 | 101,465 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,959,936 | 75,840 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,972,291 | 83,878 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,697,316 | 109,487 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,547,632 | 277,878 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,211,678 | 127,190 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,096,099 | 124,632 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,473,027 | 154,083 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,917,978 | 157,760 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,719,810 | 159,237 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $14,942,948 | 302,489 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,794,973 | 91,981 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,157,700 | 118,577 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,498,025 | 129,057 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,391,367 | 100,168 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,757,661 | 103,811 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,288,402 | 203,827 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,369,125 | 44,044 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,313,155 | 24,219 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,993,329 | 34,074 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $731,037 | 13,094 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $610,300 | 10,111 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||