Position in UL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$236,390
-$9,547 QoQ
Shares Held
3,932
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#847
of 1,170 holders
Holding Since
Mar 2026
2 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, 2026Advisor OS, LLC holds $5,127,995 across 4 Household & Personal Products names. UL ranks #4 (4.6% of the industry book) .
All Filings in UL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,390 | 3,932 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $245,937 | 4,317 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||