Position in UL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,183,955
+$115,494 QoQ
Shares Held
52,960
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#263
of 1,170 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026STEPHENS INC /AR/ holds $34,342,503 across 8 Household & Personal Products names. UL ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
107,745 | $15,799,726 | |
| 2 | KMB |
Kimberly Clark Corp
|
68,625 | $7,532,966 | |
| 3 | UL |
Unilever PLC
This page
|
52,960 | $3,183,955 | |
| 4 | KVUE |
Kenvue Inc.
|
156,453 | $2,989,816 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
24,772 | $2,399,911 | |
| 6 | CLX |
Clorox Co /De/
|
11,971 | $1,142,512 | |
| 7 | CL |
Colgate Palmolive Co
|
11,771 | $1,079,165 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
2,898 | $214,452 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,183,955 | 52,960 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $3,068,461 | 53,861 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $3,440,890 | 52,613 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,368,766 | 56,828 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,365,449 | 55,018 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $3,496,775 | 58,720 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $3,469,589 | 61,192 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $3,673,360 | 56,548 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $3,182,492 | 57,874 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $3,075,945 | 61,286 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,659,176 | 54,851 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,776,080 | 56,196 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,197,917 | 61,345 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,826,600 | 54,431 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,494,290 | 49,539 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,065,785 | 47,121 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $2,223,123 | 48,508 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $2,176,925 | 47,771 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $3,680,095 | 68,416 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $6,149,799 | 113,423 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $6,225,279 | 106,415 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,502,547 | 98,559 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,459,427 | 107,015 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $5,458,559 | 88,498 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,077,332 | 92,517 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $3,779,500 | 74,738 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||