Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,642,598
-$133,668 QoQ
Shares Held
27,322
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#370
of 1,172 holders
Holding Since
Mar 2020
16 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, 2026Arkadios Wealth Advisors holds $27,737,975 across 7 Household & Personal Products names. UL ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
128,527 | $18,847,198 | |
| 2 | KMB |
Kimberly Clark Corp
|
27,007 | $2,964,557 | |
| 3 | UL |
Unilever PLC
This page
|
27,322 | $1,642,598 | |
| 4 | KVUE |
Kenvue Inc.
|
84,307 | $1,611,105 | |
| 5 | CL |
Colgate Palmolive Co
|
13,671 | $1,253,356 | |
| 6 | EL |
Estee Lauder Companies Inc
|
10,576 | $834,974 | |
| 7 | CLX |
Clorox Co /De/
|
6,121 | $584,187 |
All Filings in UL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,642,598 | 27,322 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,776,266 | 31,179 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $867,268 | 13,261 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $828,616 | 13,978 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $827,873 | 13,534 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $448,410 | 7,530 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $350,236 | 6,177 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $421,006 | 6,481 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $228,538 | 4,156 | Shares | Sole | 2024-07-29 | |
| 2023-09-30 | $222,052 | 4,495 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $209,041 | 4,010 | Shares | Sole | 2023-07-26 | |
| 2021-09-30 | $61,160 | 1,128 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $201,123 | 3,438 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $182,619 | 3,271 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $147,640 | 2,446 | Shares | Sole | 2021-02-09 | |
| 2020-03-31 | $16,637 | 329 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||