Position in UL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$375,990
-$5,538 QoQ
Shares Held
6,254
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#696
of 1,170 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $163,008,450 across 9 Household & Personal Products names. UL ranks #4 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,042,217 | $152,830,700 | |
| 2 | CL |
Colgate Palmolive Co
|
81,344 | $7,457,617 | |
| 3 | KMB |
Kimberly Clark Corp
|
19,085 | $2,094,960 | |
| 4 | UL |
Unilever PLC
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|
6,254 | $375,990 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
1,973 | $191,144 | |
| 6 | CLX |
Clorox Co /De/
|
369 | $35,217 | |
| 7 | KVUE |
Kenvue Inc.
|
560 | $10,701 | |
| 8 | EL |
Estee Lauder Companies Inc
|
133 | $10,500 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,990 | 6,254 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $381,528 | 6,697 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $547,986 | 8,379 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $598,135 | 10,090 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $586,620 | 9,590 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $571,084 | 9,590 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $737,384 | 13,005 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $904,893 | 13,930 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $766,011 | 13,930 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,108,948 | 22,095 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,100,496 | 22,700 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,240,087 | 25,103 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,355,016 | 25,993 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $382,308 | 7,362 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $370,677 | 7,362 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $322,750 | 7,362 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $346,475 | 7,560 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $335,486 | 7,362 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $396,001 | 7,362 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $417,656 | 7,703 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $445,302 | 7,612 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $424,977 | 7,612 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $458,675 | 7,599 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $164,685 | 2,670 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $146,529 | 2,670 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $138,157 | 2,732 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||