Position in UL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$300,118
-$5,924 QoQ
Shares Held
4,992
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#758
of 1,172 holders
Holding Since
Dec 2020
22 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, 2026Optas, LLC holds $3,409,814 across 4 Household & Personal Products names. UL ranks #3 (8.8% of the industry book) .
All Filings in UL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,118 | 4,992 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $306,042 | 5,372 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $460,873 | 7,047 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $411,936 | 6,949 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $453,085 | 7,407 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $358,490 | 6,020 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $412,491 | 7,275 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $464,267 | 7,147 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $313,497 | 5,701 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $270,473 | 5,389 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $240,024 | 4,951 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $242,455 | 4,908 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $254,968 | 4,891 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $247,913 | 4,774 | Shares | Other | 2023-04-18 | |
| 2022-12-31 | $318,110 | 6,318 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $227,134 | 5,181 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $256,418 | 5,595 | Shares | Other | 2022-08-01 | |
| 2021-12-31 | $919,270 | 17,090 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $888,557 | 16,388 | Shares | Other | 2021-10-14 | |
| 2021-06-30 | $887,327 | 15,168 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $859,558 | 15,396 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $778,644 | 12,900 | Shares | Other | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||