Gradient Investments LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1542265 ARDEN HILLS, MN

Position in PG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$39,184,554

+$3,036,133 QoQ

Shares Held

267,216

+6.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#349

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Gradient Investments LLC holds $44,691,375 across 3 Household & Personal Products names. PG ranks #1 (87.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	267,216	$39,184,554
2	UL	Unilever PLC	86,208	$5,182,824
3	CL	Colgate Palmolive Co	3,534	$323,997

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,184,554	267,216	+6.8%	Shares	Sole	2026-07-08
2026-03-31	$36,148,421	250,266	-1.1%	Shares	Sole	2026-04-13
2025-12-31	$36,270,184	253,089	+12.8%	Shares	Sole	2026-01-08
2025-09-30	$34,465,538	224,312	+4.0%	Shares	Sole	2025-10-06
2025-06-30	$34,379,344	215,788	-14.8%	Shares	Sole	2025-07-08
2025-03-31	$43,171,816	253,326	+7.9%	Shares	Sole	2025-04-09
2024-12-31	$39,362,711	234,791	+7.8%	Shares	Sole	2025-01-21
2024-09-30	$37,735,084	217,870	-4.0%	Shares	Sole	2024-10-15
2024-06-30	$37,416,060	226,874	+7.5%	Shares	Sole	2024-07-18
2024-03-31	$34,238,319	211,022	+86.4%	Shares	Sole	2024-04-23
2023-12-31	$16,588,034	113,198	+8.3%	Shares	Sole	2024-01-18
2023-09-30	$15,246,745	104,530	+6.2%	Shares	Sole	2023-10-27
2023-06-30	$14,939,106	98,452	+0.5%	Shares	Sole	2023-07-11
2023-03-31	$14,562,401	97,938	+32.4%	Shares	Sole	2023-04-17
2022-12-31	$11,212,105	73,978	-7.6%	Shares	Sole	2023-01-10
2022-09-30	$10,104,292	80,034	+8.1%	Shares	Sole	2022-10-14
2022-06-30	$10,647,937	74,052	-59.4%	Shares	Sole	2022-07-11
2022-03-31	$27,900,210	182,593	-14.4%	Shares	Sole	2022-05-26
2021-12-31	$34,892,595	213,306	+10.6%	Shares	Sole	2022-01-12
2021-09-30	$26,971,614	192,930	+9.1%	Shares	Sole	2021-10-18
2021-06-30	$23,858,727	176,823	+3.3%	Shares	Sole	2021-07-12
2021-03-31	$23,171,802	171,098	+468.2%	Shares	Sole	2021-04-21
2020-12-31	$4,190,061	30,114	-0.4%	Shares	Sole	2021-01-08
2020-09-30	$4,203,196	30,241	+13.8%	Shares	Sole	2020-10-06
2020-06-30	$3,176,616	26,567	+15.2%	Shares	Sole	2020-07-10
2020-03-31	$2,535,830	23,053	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.