Sargent Investment Group, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1766157 BETHESDA, MD

Position in PG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,672,074

+$706,968 QoQ

Shares Held

18,222

+33.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,493

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Sargent Investment Group, LLC holds $3,061,328 across 3 Household & Personal Products names. PG ranks #1 (87.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	18,222	$2,672,074
2	CL	Colgate Palmolive Co	3,338	$306,027
3	NWL	Newell Brands Inc.	13,555	$83,227

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,672,074	18,222	+33.9%	Shares	Sole	2026-08-11
2026-03-31	$1,965,106	13,605	-4.2%	Shares	Sole	2026-05-11
2025-12-31	$2,034,715	14,198	+17.2%	Shares	Sole	2026-02-13
2025-09-30	$1,861,316	12,114	-0.9%	Shares	Sole	2025-11-14
2025-06-30	$1,946,571	12,218	-6.3%	Shares	Sole	2025-08-14
2025-03-31	$2,221,424	13,035	+1.5%	Shares	Sole	2025-05-05
2024-12-31	$2,152,626	12,840	+3.4%	Shares	Sole	2025-01-27
2024-09-30	$2,150,451	12,416	+0.4%	Shares	Sole	2024-11-06
2024-06-30	$2,039,895	12,369	-4.5%	Shares	Sole	2024-08-09
2024-03-31	$2,102,111	12,956	-26.2%	Shares	Sole	2024-05-10
2023-12-31	$2,572,949	17,558	-1.3%	Shares	Sole	2024-02-05
2023-09-30	$2,595,141	17,792	+42.3%	Shares	Sole	2023-11-13
2023-06-30	$1,897,660	12,506	+0.7%	Shares	Sole	2023-07-31
2023-03-31	$1,847,324	12,424	+1.8%	Shares	Sole	2023-05-02
2022-12-31	$1,850,396	12,209	+2.5%	Shares	Sole	2023-01-31
2022-09-30	$1,503,511	11,909	0.0%	Shares	Sole	2022-10-27
2022-06-30	$1,712,395	11,909	0.0%	Shares	Sole	2022-07-26
2022-03-31	$1,819,695	11,909	0.0%	Shares	Sole	2022-05-06
2021-12-31	$1,948,074	11,909	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$1,655,791	11,844	-1.8%	Shares	Sole	2021-11-12
2021-06-30	$1,627,795	12,064	-1.7%	Shares	Sole	2021-08-05
2021-03-31	$1,661,590	12,269	+14.5%	Shares	Sole	2021-05-04
2020-12-31	$1,491,441	10,719	-9.6%	Shares	Sole	2021-02-10
2020-09-30	$1,647,448	11,853	+2.2%	Shares	Sole	2020-11-12
2020-06-30	$1,387,370	11,603	-0.0%	Shares	Sole	2020-08-11
2020-03-31	$1,276,550	11,605	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.