Robertson Stephens Wealth Management, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1767307 San Francisco, CA

Position in PG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,935,879

-$144,737 QoQ

Shares Held

20,021

-6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,431

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Consumer Defensive · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $3,455,257 across 3 Household & Personal Products names. PG ranks #1 (85.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	20,021	$2,935,879
2	CHD	Church & Dwight Co Inc /De/	2,929	$283,761
3	CL	Colgate Palmolive Co	2,570	$235,617

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,935,879	20,021	-6.1%	Shares	Sole	2026-07-29
2026-03-31	$3,080,616	21,328	+8.0%	Shares	Sole	2026-04-28
2025-12-31	$2,830,945	19,754	+16.5%	Shares	Sole	2026-02-02
2025-09-30	$2,606,057	16,961	+14.7%	Shares	Sole	2025-11-12
2025-06-30	$2,355,227	14,783	-5.9%	Shares	Sole	2025-07-24
2025-03-31	$2,675,934	15,702	-6.2%	Shares	Sole	2025-04-17
2024-12-31	$2,805,455	16,734	+2.7%	Shares	Sole	2025-01-27
2024-09-30	$2,821,428	16,290	+1.0%	Shares	Sole	2024-11-12
2024-06-30	$2,660,489	16,132	+5.2%	Shares	Sole	2024-08-13
2024-03-31	$2,488,590	15,338	-41.1%	Shares	Sole	2024-05-15
2023-12-31	$3,818,832	26,060	-46.5%	Shares	Sole	2024-02-06
2023-09-30	$7,108,778	48,737	+3.7%	Shares	Sole	2023-11-13
2023-06-30	$7,130,717	46,993	+218.9%	Shares	Sole	2023-08-11
2023-03-31	$2,190,798	14,734	+5.5%	Shares	Sole	2023-05-11
2022-12-31	$2,117,293	13,970	+20.3%	Shares	Sole	2023-02-14
2022-09-30	$1,466,520	11,616	-4.2%	Shares	Sole	2022-11-14
2022-06-30	$1,743,453	12,125	+2.2%	Shares	Sole	2022-08-12
2022-03-31	$1,813,430	11,868	+16.6%	Shares	Sole	2022-05-16
2021-12-31	$1,664,426	10,175	+26.4%	Shares	Sole	2022-02-14
2021-09-30	$1,124,970	8,047	-5.2%	Shares	Sole	2021-11-10
2021-06-30	$1,145,285	8,488	+3.9%	Shares	Sole	2021-08-17
2021-03-31	$1,106,463	8,170	+57.5%	Shares	Sole	2021-05-07
2020-12-31	$721,719	5,187	-2.6%	Shares	Sole	2021-02-10
2020-09-30	$739,982	5,324	+23.3%	Shares	Sole	2020-11-10
2020-06-30	$516,303	4,318	+4.0%	Shares	Sole	2020-08-12
2020-03-31	$456,500	4,150	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.