Position in UL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$111,462
+$2,650 QoQ
Shares Held
1,854
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#243
of 341 holders
Holding Since
Mar 2026
2 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, 2026Wealth Enhancement Trust Services, Inc. holds $3,821,134 across 17 Household & Personal Products names. UL ranks #2 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
24,006 | $3,520,239 | |
| 2 | UL |
Unilever PLC
This page
|
1,854 | $111,462 | |
| 3 | CL |
Colgate Palmolive Co
|
884 | $81,044 | |
| 4 | KMB |
Kimberly Clark Corp
|
375 | $41,163 | |
| 5 | CLX |
Clorox Co /De/
|
250 | $23,860 | |
| 6 | EL |
Estee Lauder Companies Inc
|
174 | $13,737 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
76 | $7,362 | |
| 8 | NWL |
Newell Brands Inc.
|
1,159 | $7,116 |
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,462 | 1,854 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $108,812 | 1,910 | Shares | Defined | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||