Position in UL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$345,809
+$91,496 QoQ
Shares Held
5,752
+28.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#720
of 1,172 holders
Holding Since
Sep 2022
16 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $3,634,758 across 7 Household & Personal Products names. UL ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KVUE |
Kenvue Inc.
|
54,898 | $1,049,100 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
5,742 | $842,006 | |
| 3 | KMB |
Kimberly Clark Corp
|
5,053 | $554,667 | |
| 4 | CL |
Colgate Palmolive Co
|
5,668 | $519,641 | |
| 5 | UL |
Unilever PLC
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|
5,752 | $345,809 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
2,233 | $216,332 | |
| 7 | NWL |
Newell Brands Inc.
|
17,460 | $107,203 |
All Filings in UL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,809 | 5,752 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $254,313 | 4,464 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $325,822 | 4,982 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $313,532 | 5,289 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $322,610 | 5,274 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $291,794 | 4,900 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $314,798 | 5,552 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $353,772 | 5,446 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $317,127 | 5,767 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $301,792 | 6,013 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $368,399 | 7,599 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $488,713 | 9,893 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $556,436 | 10,674 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $557,468 | 10,735 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $612,105 | 12,157 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $208,327 | 4,752 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||