Position in UL
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$695,034
-$122,400 QoQ
Shares Held
12,200
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
11 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $8,885,242 across 6 Household & Personal Products names. UL ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
33,820 | $4,884,960 | |
| 2 | EL |
Estee Lauder Companies Inc
|
24,199 | $1,736,762 | |
| 3 | UL |
Unilever PLC
This page
|
12,200 | $695,034 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
6,204 | $578,957 | |
| 5 | KVUE |
Kenvue Inc.
|
31,067 | $535,595 | |
| 6 | CL |
Colgate Palmolive Co
|
5,326 | $453,934 |
All Filings in UL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $695,034 | 12,200 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $817,434 | 12,499 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,557,281 | 43,139 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,633,795 | 43,057 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,499,647 | 25,183 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $399,054 | 7,038 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $406,909 | 6,264 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $344,402 | 6,263 | Shares | Sole | 2024-07-11 | |
| 2023-06-30 | $1,805,888 | 34,642 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $30,914 | 614 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $1,554,142 | 33,911 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||