Position in UL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$30,360
+$2,103 QoQ
Shares Held
505
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,005
of 1,172 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, 2026PETERSON WEALTH MANAGEMENT holds $30,360 across 1 Household & Personal Products name. UL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
This page
|
505 | $30,360 |
All Filings in UL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,360 | 505 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $28,257 | 496 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||