Position in PG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$493,443
+$10,725 QoQ
Shares Held
3,365
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#2,916
of 3,996 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Fiduciary Wealth Partners, LLC holds $702,748 across 2 Household & Personal Products names. PG ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
3,365 | $493,443 | |
| 2 | CL |
Colgate Palmolive Co
|
2,283 | $209,305 |
All Filings in PG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,443 | 3,365 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $482,718 | 3,342 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $554,036 | 3,866 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $607,839 | 3,956 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $107,222 | 673 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $457,236 | 2,683 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||