Position in UL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$47,615
+$6,597 QoQ
Shares Held
792
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#976
of 1,172 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $2,343,630 across 10 Household & Personal Products names. UL ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
13,208 | $1,936,821 | |
| 2 | CL |
Colgate Palmolive Co
|
1,969 | $180,517 | |
| 3 | KMB |
Kimberly Clark Corp
|
944 | $103,622 | |
| 4 | UL |
Unilever PLC
This page
|
792 | $47,615 | |
| 5 | CLX |
Clorox Co /De/
|
362 | $34,549 | |
| 6 | EL |
Estee Lauder Companies Inc
|
216 | $17,053 | |
| 7 | KVUE |
Kenvue Inc.
|
891 | $17,027 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
62 | $6,006 |
All Filings in UL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,615 | 792 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $41,018 | 720 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $46,107 | 705 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||