Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,992,196
+$300,244 QoQ
Shares Held
33,137
+11.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#341
of 1,170 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $18,467,283 across 7 Household & Personal Products names. UL ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
67,959 | $9,965,507 | |
| 2 | CL |
Colgate Palmolive Co
|
44,375 | $4,068,300 | |
| 3 | UL |
Unilever PLC
This page
|
33,137 | $1,992,196 | |
| 4 | KMB |
Kimberly Clark Corp
|
11,595 | $1,272,783 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
6,356 | $615,769 | |
| 6 | CLX |
Clorox Co /De/
|
5,396 | $514,994 | |
| 7 | HNST |
Honest Company, Inc.
|
10,310 | $37,734 |
All Filings in UL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,992,196 | 33,137 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,691,952 | 29,699 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,784,962 | 27,293 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,728,190 | 29,153 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,572,190 | 25,702 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,863,080 | 31,286 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,629,671 | 81,652 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $4,918,384 | 75,714 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,746,635 | 68,133 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,152,335 | 62,808 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,706,593 | 35,202 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,060,963 | 21,477 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,163,438 | 22,318 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $923,626 | 17,786 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||