Position in UL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$53,867
-$34,436 QoQ
Shares Held
896
-42.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#970
of 1,170 holders
Holding Since
Mar 2020
20 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, 2026Physician Wealth Advisors, Inc. holds $733,168 across 16 Household & Personal Products names. UL ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,890 | $423,789 | |
| 2 | KMB |
Kimberly Clark Corp
|
1,258 | $138,090 | |
| 3 | UL |
Unilever PLC
This page
|
896 | $53,867 | |
| 4 | CL |
Colgate Palmolive Co
|
520 | $47,673 | |
| 5 | KVUE |
Kenvue Inc.
|
1,808 | $34,550 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
179 | $17,341 | |
| 7 | EL |
Estee Lauder Companies Inc
|
74 | $5,842 | |
| 8 | CLX |
Clorox Co /De/
|
43 | $4,103 |
All Filings in UL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,867 | 896 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $88,303 | 1,550 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $103,462 | 1,582 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $103,265 | 1,742 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $105,151 | 1,719 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $97,185 | 1,632 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $92,250 | 1,627 | Shares | Sole | 2025-02-12 | |
| 2023-06-30 | $209,145 | 4,012 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $207,979 | 4,005 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $201,349 | 3,999 | Shares | Sole | 2023-01-25 | |
| 2022-06-30 | $198,306 | 4,327 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $199,915 | 4,387 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $270,133 | 5,022 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $267,955 | 4,942 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $288,756 | 4,936 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $275,241 | 4,930 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $297,212 | 4,924 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $299,086 | 4,849 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $265,838 | 4,844 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $242,837 | 4,802 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||