Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,190
+$2,892 QoQ
Shares Held
918
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#969
of 1,172 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, 2026Prestige Wealth Management Group LLC holds $15,182,191 across 9 Household & Personal Products names. UL ranks #3 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
145,809 | $13,367,769 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
11,286 | $1,654,978 | |
| 3 | UL |
Unilever PLC
This page
|
918 | $55,190 | |
| 4 | KMB |
Kimberly Clark Corp
|
491 | $53,896 | |
| 5 | CLX |
Clorox Co /De/
|
200 | $19,088 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
195 | $18,890 | |
| 7 | EL |
Estee Lauder Companies Inc
|
95 | $7,500 | |
| 8 | KVUE |
Kenvue Inc.
|
209 | $3,993 |
All Filings in UL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,190 | 918 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $52,298 | 918 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $60,037 | 918 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $56,316 | 950 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $58,111 | 950 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $56,572 | 950 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $53,865 | 950 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $61,712 | 950 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $52,240 | 950 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $47,680 | 950 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $46,056 | 950 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $46,929 | 950 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $49,523 | 950 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $49,333 | 950 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $47,832 | 950 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $41,648 | 950 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $43,538 | 950 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $43,291 | 950 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $55,026 | 1,023 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $55,467 | 1,023 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $59,845 | 1,023 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $57,113 | 1,023 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $61,748 | 1,023 | Shares | Other | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||