Position in UL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,451,152
-$358,437 QoQ
Shares Held
40,771
-17.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#300
of 1,170 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026HB Wealth Management, LLC holds $55,166,690 across 10 Household & Personal Products names. UL ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
268,418 | $39,360,815 | |
| 2 | CL |
Colgate Palmolive Co
|
84,226 | $7,721,839 | |
| 3 | UL |
Unilever PLC
This page
|
40,771 | $2,451,152 | |
| 4 | KMB |
Kimberly Clark Corp
|
18,354 | $2,014,718 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
13,277 | $1,286,275 | |
| 6 | KVUE |
Kenvue Inc.
|
62,277 | $1,190,113 | |
| 7 | EL |
Estee Lauder Companies Inc
|
5,656 | $446,541 | |
| 8 | CLX |
Clorox Co /De/
|
4,206 | $401,420 |
All Filings in UL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,451,152 | 40,771 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,809,589 | 49,317 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,430,360 | 52,452 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,418,324 | 57,664 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,402,701 | 55,627 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,833,768 | 64,379 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,172,443 | 20,678 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,345,062 | 20,706 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $756,662 | 13,760 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $687,703 | 13,702 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $631,306 | 13,022 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $691,500 | 13,998 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $626,394 | 12,016 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $539,240 | 10,384 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $518,051 | 10,289 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $465,361 | 10,615 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $342,762 | 7,479 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $312,519 | 6,858 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $210,049 | 3,905 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||