Position in UL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$208,375
-$18,301 QoQ
Shares Held
3,466
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#888
of 1,172 holders
Holding Since
Sep 2025
3 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, 2026NerdWallet Wealth Partners, LLC holds $208,375 across 1 Household & Personal Products name. UL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
This page
|
3,466 | $208,375 |
All Filings in UL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,375 | 3,466 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $226,676 | 3,466 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $231,192 | 3,900 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||