Position in UL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$752,041
+$711,422 QoQ
Shares Held
12,509
+1654.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#515
of 1,170 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Clearstead Advisors, LLC holds $40,338,178 across 19 Household & Personal Products names. UL ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
197,251 | $28,924,886 | |
| 2 | CL |
Colgate Palmolive Co
|
47,695 | $4,372,677 | |
| 3 | CLX |
Clorox Co /De/
|
23,327 | $2,226,328 | |
| 4 | KVUE |
Kenvue Inc.
|
76,591 | $1,463,654 | |
| 5 | KMB |
Kimberly Clark Corp
|
12,830 | $1,408,349 | |
| 6 | UL |
Unilever PLC
This page
|
12,509 | $752,041 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
7,298 | $707,030 | |
| 8 | EL |
Estee Lauder Companies Inc
|
4,537 | $358,196 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,041 | 12,509 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $40,619 | 713 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,312 | 280 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,410 | 125 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,646 | 125 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,063 | 169 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,752 | 172 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,120 | 125 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,873 | 125 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,273 | 125 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,060 | 125 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $52,116 | 1,055 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $34,145 | 655 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $27,522 | 530 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $26,685 | 530 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $23,235 | 530 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $27,498 | 600 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $35,134 | 771 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $30,122 | 560 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $56,822 | 1,048 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $96,408 | 1,648 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $61,301 | 1,098 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $64,464 | 1,068 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $35,774 | 580 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $31,830 | 580 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $36,410 | 720 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||