Position in PG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,775,510
-$942,264 QoQ
Shares Held
12,108
-35.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#528
of 1,372 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $4,261,721 across 23 Household & Personal Products names. PG ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
12,108 | $1,775,510 | |
| 2 | CL |
Colgate Palmolive Co
|
8,564 | $785,142 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
4,446 | $430,723 | |
| 4 | UL |
Unilever PLC
|
4,904 | $294,822 | |
| 5 | KMB |
Kimberly Clark Corp
|
2,348 | $257,734 | |
| 6 | KVUE |
Kenvue Inc.
|
12,251 | $234,113 | |
| 7 | CLX |
Clorox Co /De/
|
1,475 | $140,770 | |
| 8 | NWL |
Newell Brands Inc.
|
20,173 | $123,859 |
All Filings in PG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,775,510 | 12,108 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,717,774 | 18,816 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,494,717 | 10,430 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,964,719 | 12,787 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,953,737 | 12,263 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,139,132 | 18,420 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,612,317 | 15,582 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,564,569 | 14,807 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,413,106 | 14,632 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,736,070 | 10,700 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,057,722 | 7,218 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,050,773 | 7,204 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,124,239 | 7,409 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,082,461 | 7,280 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,208,839 | 7,976 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $786,914 | 6,233 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,050,384 | 7,305 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $975,321 | 6,383 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $986,058 | 6,028 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||