Position in UL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$497,613
+$90,563 QoQ
Shares Held
8,277
+15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#608
of 1,172 holders
Holding Since
Dec 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 Jun 30, 2026Cerro Pacific Wealth Advisors LLC holds $1,982,782 across 2 Household & Personal Products names. UL ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
10,128 | $1,485,169 | |
| 2 | UL |
Unilever PLC
This page
|
8,277 | $497,613 |
All Filings in UL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,613 | 8,277 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $407,050 | 7,145 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $484,941 | 7,415 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $488,763 | 8,245 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $711,467 | 11,631 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $690,958 | 11,603 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $649,498 | 11,455 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $743,402 | 11,444 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $629,305 | 11,444 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $476,509 | 9,176 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $301,898 | 5,996 | Shares | Other | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||