Position in UL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,131,287
-$679,176 QoQ
Shares Held
90,070
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Evelyn Partners Asset Management Ltd holds $5,552,288 across 4 Household & Personal Products names. UL ranks #1 (92.4% of the industry book) .
All Filings in UL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,131,287 | 90,070 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,810,463 | 88,845 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,739,493 | 96,820 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,402,959 | 88,327 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $5,317,397 | 89,293 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $4,979,851 | 87,828 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||