United Asset Strategies, Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1539948 GARDEN CITY, NY

Position in PG

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,761,817

-$20,819 QoQ

Shares Held

18,834

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,478

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Consumer Defensive · as of Jun 30, 2026

United Asset Strategies, Inc. holds $15,758,208 across 4 Household & Personal Products names. PG ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co	131,816	$12,084,890
2	PG	PROCTER & GAMBLE Co This page	18,834	$2,761,817
3	CLX	Clorox Co /De/	4,941	$471,569
4	CHD	Church & Dwight Co Inc /De/	4,541	$439,932

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,761,817	18,834	-2.2%	Shares	Sole	2026-07-13
2026-03-31	$2,782,636	19,265	+9.5%	Shares	Sole	2026-04-29
2025-12-31	$2,521,826	17,597	-17.4%	Shares	Sole	2026-01-28
2025-09-30	$3,273,820	21,307	-0.9%	Shares	Sole	2025-10-23
2025-06-30	$3,424,583	21,495	-6.7%	Shares	Sole	2025-08-08
2025-03-31	$3,926,476	23,040	+30.2%	Shares	Sole	2025-05-14
2024-12-31	$2,967,237	17,699	-3.8%	Shares	Sole	2025-01-22
2024-09-30	$3,186,880	18,400	+0.9%	Shares	Sole	2024-10-28
2024-06-30	$3,007,975	18,239	-0.1%	Shares	Sole	2024-08-01
2024-03-31	$2,962,847	18,261	-11.7%	Shares	Sole	2024-04-23
2023-12-31	$3,029,567	20,674	+8.9%	Shares	Sole	2024-01-30
2023-09-30	$2,769,152	18,985	+1.3%	Shares	Sole	2023-11-07
2023-06-30	$2,844,973	18,749	-6.5%	Shares	Sole	2023-07-25
2023-03-31	$2,982,126	20,056	+11.2%	Shares	Sole	2023-07-25
2022-12-31	$2,732,929	18,032	+2.4%	Shares	Sole	2023-01-26
2022-09-30	$2,222,883	17,607	+4.9%	Shares	Sole	2022-10-24
2022-06-30	$2,414,377	16,791	-21.3%	Shares	Sole	2022-08-15
2022-03-31	$3,260,599	21,339	+1.6%	Shares	Sole	2022-04-29
2021-12-31	$3,436,652	21,009	-5.8%	Shares	Sole	2022-01-31
2021-09-30	$3,117,400	22,299	+0.7%	Shares	Sole	2021-10-21
2021-06-30	$2,987,889	22,144	-0.7%	Shares	Sole	2021-07-19
2021-03-31	$3,019,411	22,295	-3.0%	Shares	Sole	2021-04-27
2020-12-31	$3,197,437	22,980	-2.3%	Shares	Sole	2021-02-05
2020-09-30	$3,267,654	23,510	-2.6%	Shares	Sole	2020-11-03
2020-06-30	$2,884,984	24,128	-4.8%	Shares	Sole	2020-08-03
2020-03-31	$2,787,400	25,340	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.