Position in PG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,808,742
-$2,782 QoQ
Shares Held
19,154
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,473
of 4,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Circle Wealth Management, LLC holds $3,207,992 across 2 Household & Personal Products names. PG ranks #1 (87.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
19,154 | $2,808,742 | |
| 2 | EL |
Estee Lauder Companies Inc
|
5,057 | $399,250 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,808,742 | 19,154 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,811,524 | 19,465 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,792,395 | 19,485 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,978,658 | 19,386 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,138,177 | 25,974 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,348,607 | 25,517 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,438,030 | 26,472 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,554,467 | 26,296 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,333,437 | 26,276 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,549,003 | 28,037 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,087,147 | 27,891 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,332,333 | 29,702 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,297,883 | 28,324 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,330,744 | 29,126 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,412,063 | 29,111 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,653,043 | 28,935 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,192,197 | 29,155 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,459,162 | 29,183 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,913,288 | 30,036 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,242,510 | 30,347 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,092,561 | 30,331 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,108,269 | 30,335 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,212,185 | 30,273 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $4,221,265 | 30,371 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,614,481 | 30,229 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,914,030 | 44,673 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||