Position in PG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,183,971
+$17,763 QoQ
Shares Held
8,074
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,122
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, 2026Centric Wealth Management holds $2,984,016 across 2 Household & Personal Products names. PG ranks #2 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
19,634 | $1,800,045 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
8,074 | $1,183,971 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,183,971 | 8,074 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,166,208 | 8,074 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,195,062 | 8,339 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,659,174 | 23,815 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,750,870 | 23,543 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,915,399 | 22,975 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,413,624 | 8,432 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,459,729 | 8,428 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,397,861 | 8,476 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,410,763 | 8,695 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,261,562 | 8,609 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,204,511 | 8,258 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,267,332 | 8,352 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,251,077 | 8,414 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,261,737 | 8,325 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $1,169,580 | 9,264 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,345,299 | 9,356 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,753,685 | 11,477 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $1,783,185 | 10,901 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,530,111 | 10,945 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,476,808 | 10,945 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,738,514 | 12,837 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,788,366 | 12,853 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,486,081 | 10,692 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $1,085,576 | 9,079 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,176,120 | 10,692 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||