Position in PG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$850,512
+$26,049 QoQ
Shares Held
5,800
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,431
of 4,001 holders
Holding Since
Mar 2020
25 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, 2026Strategic Wealth Partners, Ltd. holds $1,145,297 across 7 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
|
5,800 | $850,512 | |
| 2 | UL |
Unilever PLC
|
1,926 | $115,791 | |
| 3 | KMB |
Kimberly Clark Corp
|
1,053 | $115,587 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
618 | $59,871 | |
| 5 | CLX |
Clorox Co /De/
|
22 | $2,099 | |
| 6 | ELF |
e.l.f. Beauty, Inc.
|
14 | $1,036 | |
| 7 | KVUE |
Kenvue Inc.
|
21 | $401 |
All Filings in PG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,512 | 5,800 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $824,463 | 5,708 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $847,535 | 5,914 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $1,002,258 | 6,523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $916,249 | 5,751 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $1,011,767 | 6,035 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $977,021 | 5,641 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $933,282 | 5,659 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $858,302 | 5,290 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $843,484 | 5,756 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $959,467 | 6,578 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $1,112,861 | 7,334 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $1,154,280 | 7,763 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,179,288 | 7,781 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $982,982 | 7,786 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $852,243 | 5,927 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $880,128 | 5,760 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,154,547 | 7,058 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $886,471 | 6,341 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $514,892 | 3,816 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $550,387 | 4,064 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,543,480 | 11,093 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,445,357 | 10,399 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,369,554 | 11,454 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $561,000 | 5,100 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||