Position in PG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,670,399
+$123,964 QoQ
Shares Held
25,030
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,285
of 4,001 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, 2026Waldron Private Wealth LLC holds $4,445,526 across 2 Household & Personal Products names. PG ranks #1 (82.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
25,030 | $3,670,399 | |
| 2 | UL |
Unilever PLC
|
12,893 | $775,127 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,670,399 | 25,030 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,546,435 | 24,553 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,634,914 | 25,364 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,848,317 | 25,046 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,147,258 | 26,031 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,564,870 | 26,786 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,127,973 | 42,517 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,332,768 | 42,337 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,886,234 | 41,755 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,802,493 | 41,926 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,142,810 | 41,919 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $6,220,929 | 42,650 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $6,444,246 | 42,469 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $6,398,576 | 43,033 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $4,762 | 37,719 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,762,023 | 37,719 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,026,179 | 34,955 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,096,949 | 33,357 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,273,492 | 32,238 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,521,271 | 32,341 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,638,657 | 26,967 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,613,543 | 26,682 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,740,918 | 26,886 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,866,006 | 27,815 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,165,854 | 26,477 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,884,090 | 26,219 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||