Position in UL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,822,332
+$1,067,970 QoQ
Shares Held
130,112
+9.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#159
of 1,170 holders
Holding Since
Dec 2023
11 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, 2026Moran Wealth Management, LLC holds $27,104,397 across 3 Household & Personal Products names. UL ranks #2 (28.9% of the industry book) .
All Filings in UL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,822,332 | 130,112 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,754,362 | 118,560 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,198,350 | 94,776 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,878,035 | 82,288 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,857,201 | 79,405 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,602,618 | 77,290 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,740,255 | 101,239 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,796,249 | 104,622 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,837,355 | 106,153 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,335,450 | 106,305 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,054,719 | 104,264 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||