Position in PG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,025,160
+$5,270 QoQ
Shares Held
6,991
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,257
of 4,003 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, 2026Garrett Wealth Advisory Group, LLC holds $1,556,500 across 2 Household & Personal Products names. PG ranks #1 (65.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
6,991 | $1,025,160 | |
| 2 | UL |
Unilever PLC
|
8,838 | $531,340 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,025,160 | 6,991 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,019,890 | 7,061 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $832,631 | 5,810 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $891,630 | 5,803 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $921,825 | 5,786 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $972,586 | 5,707 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $906,651 | 5,408 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $928,005 | 5,358 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $744,448 | 4,514 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $657,274 | 4,051 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $590,849 | 4,032 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $644,555 | 4,419 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $631,086 | 4,159 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $634,162 | 4,265 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $654,739 | 4,320 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $542,748 | 4,299 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $618,440 | 4,301 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $658,262 | 4,308 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $706,665 | 4,320 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $604,635 | 4,325 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $583,302 | 4,323 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $592,235 | 4,373 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $612,911 | 4,405 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $620,173 | 4,462 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $560,185 | 4,685 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $519,860 | 4,726 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||