Position in UL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$332,343
-$36,195 QoQ
Shares Held
5,528
-14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#729
of 1,170 holders
Holding Since
Sep 2025
4 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, 2026FIDELIS CAPITAL PARTNERS, LLC holds $5,302,273 across 4 Household & Personal Products names. UL ranks #3 (6.3% of the industry book) .
All Filings in UL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,343 | 5,528 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $368,538 | 6,469 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $444,327 | 6,794 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $464,518 | 7,836 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||