Modera Wealth Management, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1542143 WESTWOOD, NJ

Position in PG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$20,247,318

-$575,730 QoQ

Shares Held

138,075

-4.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#505

of 4,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Modera Wealth Management, LLC holds $39,084,392 across 5 Household & Personal Products names. PG ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	138,075	$20,247,318
2	UL	Unilever PLC	167,403	$10,064,268
3	CL	Colgate Palmolive Co	88,425	$8,106,804
4	KMB	Kimberly Clark Corp	3,285	$360,594
5	CLX	Clorox Co /De/	3,200	$305,408

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,247,318	138,075	-4.2%	Shares	Sole	2026-08-03
2026-03-31	$20,823,048	144,164	+1.0%	Shares	Sole	2026-05-06
2025-12-31	$20,448,187	142,685	-2.0%	Shares	Sole	2026-01-21
2025-09-30	$22,370,979	145,597	-2.7%	Shares	Sole	2025-10-31
2025-06-30	$23,849,566	149,696	-3.4%	Shares	Sole	2025-08-06
2025-03-31	$26,406,919	154,952	-2.0%	Shares	Sole	2025-05-08
2024-12-31	$26,518,374	158,177	+0.7%	Shares	Sole	2025-02-06
2024-09-30	$27,195,344	157,017	-2.1%	Shares	Sole	2024-10-24
2024-06-30	$26,437,995	160,308	-1.9%	Shares	Sole	2024-07-29
2024-03-31	$26,504,835	163,358	-2.1%	Shares	Sole	2024-05-14
2023-12-31	$24,439,501	166,777	-1.4%	Shares	Sole	2024-02-14
2023-09-30	$24,672,510	169,152	-7.2%	Shares	Sole	2023-11-30
2023-06-30	$27,659,774	182,284	+548.9%	Shares	Sole	2023-08-07
2023-03-31	$4,176,850	28,091	-1.2%	Shares	Sole	2023-05-05
2022-12-31	$4,307,032	28,418	-0.8%	Shares	Sole	2023-02-07
2022-09-30	$3,615,926	28,641	-6.2%	Shares	Sole	2022-11-01
2022-06-30	$4,388,327	30,519	-1.9%	Shares	Sole	2022-07-27
2022-03-31	$4,751,927	31,099	+4.3%	Shares	Sole	2022-05-03
2021-12-31	$4,877,628	29,818	+108.8%	Shares	Sole	2022-02-04
2021-09-30	$1,996,623	14,282	+7.8%	Shares	Sole	2021-11-04
2021-06-30	$1,786,877	13,243	-6.3%	Shares	Sole	2021-08-02
2021-03-31	$1,914,438	14,136	-4.5%	Shares	Sole	2021-04-29
2020-12-31	$2,060,106	14,806	+4.6%	Shares	Sole	2021-02-11
2020-09-30	$1,967,820	14,158	+8.2%	Shares	Sole	2020-11-12
2020-06-30	$1,564,932	13,088	-3.0%	Shares	Sole	2020-08-12
2020-03-31	$1,484,560	13,496	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.