Position in UL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,194,920
-$224,196 QoQ
Shares Held
36,509
-14.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#326
of 1,172 holders
Holding Since
Jun 2022
17 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, 2026IEQ CAPITAL, LLC holds $42,469,644 across 11 Household & Personal Products names. UL ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
167,388 | $24,545,775 | |
| 2 | KVUE |
Kenvue Inc.
|
185,732 | $3,549,338 | |
| 3 | HELE |
Helen Of Troy Ltd
|
111,437 | $3,239,473 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
33,156 | $3,212,153 | |
| 5 | SPB |
Spectrum Brands Holdings, Inc.
|
34,066 | $2,921,159 | |
| 6 | UL |
Unilever PLC
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|
36,509 | $2,194,920 | |
| 7 | NWL |
Newell Brands Inc.
|
242,560 | $1,489,318 | |
| 8 | CL |
Colgate Palmolive Co
|
10,650 | $976,392 |
All Filings in UL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,194,920 | 36,509 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $2,419,116 | 42,463 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,323,038 | 50,811 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,628,654 | 44,343 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,941,717 | 31,743 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $871,633 | 14,637 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $790,738 | 13,946 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $783,093 | 12,055 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $538,022 | 9,784 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $405,886 | 8,087 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $347,553 | 7,169 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $535,149 | 10,833 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $541,160 | 10,381 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $546,874 | 10,531 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $294,799 | 5,855 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $203,636 | 4,645 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $213,109 | 4,650 | Shares | Other | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||