Position in PG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,709,845
+$153,588 QoQ
Shares Held
25,299
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,268
of 3,996 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, 2026Dynamic Advisor Solutions LLC holds $9,028,371 across 7 Household & Personal Products names. PG ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
25,299 | $3,709,845 | |
| 2 | UL |
Unilever PLC
|
60,884 | $3,660,346 | |
| 3 | CL |
Colgate Palmolive Co
|
6,688 | $613,155 | |
| 4 | KMB |
Kimberly Clark Corp
|
4,590 | $503,844 | |
| 5 | EL |
Estee Lauder Companies Inc
|
2,780 | $219,481 | |
| 6 | CLX |
Clorox Co /De/
|
2,179 | $207,963 | |
| 7 | NWL |
Newell Brands Inc.
|
18,524 | $113,737 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,709,845 | 25,299 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,556,257 | 24,621 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,348,008 | 23,362 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,849,808 | 31,564 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,460,960 | 28,000 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,818,966 | 28,277 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,698,558 | 28,026 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,529,236 | 31,924 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,318,175 | 32,247 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,419,150 | 33,400 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $5,286,723 | 36,077 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,880,913 | 33,463 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,257,976 | 28,061 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,896,570 | 26,206 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,633,196 | 23,972 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,934,302 | 23,242 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,322,411 | 23,106 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,589,119 | 23,489 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $3,647,997 | 22,301 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,179,331 | 22,742 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,973,047 | 22,034 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,290,271 | 24,295 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,005,701 | 28,789 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,934,806 | 28,310 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $3,394,353 | 28,388 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,960,760 | 26,916 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||