Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$443,685
-$22,329 QoQ
Shares Held
7,380
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#647
of 1,172 holders
Holding Since
Jun 2025
5 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, 2026Precision Wealth Strategies, LLC holds $662,031 across 2 Household & Personal Products names. UL ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
This page
|
7,380 | $443,685 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
1,489 | $218,346 |
All Filings in UL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,685 | 7,380 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $466,014 | 8,180 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $755,631 | 11,554 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $993,533 | 16,760 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,045,272 | 17,088 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||