Position in PG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,560,302
+$2,393,315 QoQ
Shares Held
85,654
+21.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#661
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, 2026Wealthspire Advisors, LLC holds $16,899,595 across 6 Household & Personal Products names. PG ranks #1 (74.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
85,654 | $12,560,302 | |
| 2 | CL |
Colgate Palmolive Co
|
15,063 | $1,380,975 | |
| 3 | EL |
Estee Lauder Companies Inc
|
12,251 | $967,216 | |
| 4 | KMB |
Kimberly Clark Corp
|
7,061 | $775,085 | |
| 5 | UL |
Unilever PLC
|
11,536 | $693,544 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
5,393 | $522,473 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,560,302 | 85,654 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,166,987 | 70,389 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,201,539 | 78,163 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,770,360 | 141,688 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,701,506 | 142,490 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $24,280,418 | 142,474 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $12,149,092 | 72,467 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $12,663,171 | 73,113 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,475,403 | 51,391 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,405,848 | 51,808 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,774,972 | 53,057 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,545,905 | 44,878 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,527,129 | 36,425 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $5,374,102 | 36,143 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,351,576 | 41,908 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,664,053 | 36,943 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,713,292 | 32,779 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,558,788 | 29,835 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,067,018 | 37,089 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,539,295 | 39,623 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,302,681 | 24,477 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,735,912 | 64,505 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,582,574 | 47,309 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,717,671 | 19,553 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,246,720 | 18,790 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,982,020 | 54,382 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||