Position in UL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,745
+$2,719 QoQ
Shares Held
212
+20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,067
of 1,170 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $2,981,195 across 12 Household & Personal Products names. UL ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
19,156 | $2,809,035 | |
| 2 | CLX |
Clorox Co /De/
|
406 | $38,748 | |
| 3 | KVUE |
Kenvue Inc.
|
1,834 | $35,047 | |
| 4 | CL |
Colgate Palmolive Co
|
350 | $32,088 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
162 | $15,694 | |
| 6 | KMB |
Kimberly Clark Corp
|
137 | $15,038 | |
| 7 | UL |
Unilever PLC
This page
|
212 | $12,745 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
160 | $11,840 |
All Filings in UL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,745 | 212 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,026 | 176 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $19,489 | 298 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $9,603 | 162 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $7,829 | 128 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,622 | 128 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $7,257 | 128 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,314 | 128 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,038 | 128 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,424 | 128 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,666 | 55 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,680 | 115 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,630 | 108 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,687 | 71 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,422 | 207 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,609 | 242 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,990 | 218 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $23,291 | 433 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,519 | 360 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||