WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PG — PROCTER & GAMBLE Co
CIK 1632972
PLYMOUTH, MN
Position in PG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$207,054,213
+$25,680,328 QoQ
Shares Held
1,411,990
+12.4% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#4
of 760 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Derivatives in PG
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$293,080
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $277,579,709 across 20 Household & Personal Products names. PG ranks #1 (74.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
1,411,990 | $207,054,213 | |
| 2 | CL |
Colgate Palmolive Co
|
282,450 | $25,895,016 | |
| 3 | UL |
Unilever PLC
|
298,018 | $17,916,842 | |
| 4 | KMB |
Kimberly Clark Corp
|
69,916 | $7,674,679 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
40,316 | $3,905,814 | |
| 6 | CLX |
Clorox Co /De/
|
38,034 | $3,629,964 | |
| 7 | KVUE |
Kenvue Inc.
|
165,719 | $3,166,890 | |
| 8 | NWL |
Newell Brands Inc.
|
418,586 | $2,570,118 |
All Filings in PG
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,054,213 | 1,411,990 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $181,373,885 | 1,255,704 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $246,338,855 | 1,718,923 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $259,340,303 | 1,687,864 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $253,851,406 | 1,593,343 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $263,773,690 | 1,547,786 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $280,291,184 | 1,671,883 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $265,723,613 | 1,534,201 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $254,610,917 | 1,543,845 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $242,366,940 | 1,493,787 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $293,080 | 2,000 | Put | Sole | 2024-01-30 | |
| 2023-12-31 | $216,264,904 | 1,475,808 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $214,756,241 | 1,472,345 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,620,133 | 129,301 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $16,640,641 | 111,915 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,938,712 | 52,380 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,896,653 | 15,023 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,859,264 | 19,885 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $9,237,524 | 60,455 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $9,894,136 | 60,485 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,393,452 | 60,039 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $3,586,709 | 26,582 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,607,599 | 34,022 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,514,397 | 32,445 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,821,563 | 34,690 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,262,873 | 44,015 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $1,871,760 | 17,016 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||