Position in UL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$116,269
+$12,927 QoQ
Shares Held
1,934
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#925
of 1,170 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,324,048 across 5 Household & Personal Products names. UL ranks #4 (8.8% of the industry book) .
All Filings in UL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,269 | 1,934 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $103,342 | 1,814 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $137,666 | 2,105 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $138,062 | 2,329 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $108,697 | 1,777 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $94,444 | 1,586 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $23,756 | 419 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $11,061,135 | 170,276 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $9,548,190 | 173,635 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $8,603,572 | 171,420 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $8,478,521 | 174,887 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $8,774,175 | 177,615 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,902,371 | 113,224 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $5,920,951 | 114,018 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,761,454 | 114,428 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,065,539 | 115,546 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,600,235 | 100,376 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $277,202 | 6,083 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $325,483 | 6,051 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $270,341 | 4,986 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $257,458 | 4,401 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $57,114 | 1,023 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $644,282 | 10,674 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,021,908 | 65,206 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||