Position in UL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,329,349
+$5,486 QoQ
Shares Held
38,745
-5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#312
of 1,172 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $34,695,578 across 8 Household & Personal Products names. UL ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
175,489 | $25,733,706 | |
| 2 | UL |
Unilever PLC
This page
|
38,745 | $2,329,349 | |
| 3 | CL |
Colgate Palmolive Co
|
20,065 | $1,839,559 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
17,593 | $1,704,409 | |
| 5 | KMB |
Kimberly Clark Corp
|
12,906 | $1,416,691 | |
| 6 | ELF |
e.l.f. Beauty, Inc.
|
11,693 | $865,282 | |
| 7 | KVUE |
Kenvue Inc.
|
30,406 | $581,058 | |
| 8 | CLX |
Clorox Co /De/
|
2,363 | $225,524 |
All Filings in UL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,329,349 | 38,745 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,323,863 | 40,791 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,604,128 | 55,109 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,078,061 | 35,055 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,147,697 | 84,154 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,112,174 | 119,432 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $9,102,284 | 160,534 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,805,328 | 150,944 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $8,190,048 | 148,937 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $8,075,675 | 160,902 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,705,505 | 179,569 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,933,000 | 201,073 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||