Position in UL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$523,164
+$112,810 QoQ
Shares Held
8,702
+20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#589
of 1,170 holders
Holding Since
Dec 2023
11 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, 2026Quotient Wealth Partners, LLC holds $2,511,702 across 3 Household & Personal Products names. UL ranks #2 (20.8% 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 | $523,164 | 8,702 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $410,354 | 7,203 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $473,103 | 7,234 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $516,744 | 8,717 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $605,154 | 9,893 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $670,235 | 11,255 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $571,649 | 10,082 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $533,062 | 8,206 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $607,529 | 11,048 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,887,747 | 37,612 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,159,829 | 65,178 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||