Prestige Wealth Management Group LLC
Position in PG — PROCTER & GAMBLE Co
CIK 1772715
FLEMINGTON, NJ
Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,654,978
+$437,638 QoQ
Shares Held
11,286
+33.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,851
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, 2026Prestige Wealth Management Group LLC holds $15,182,191 across 9 Household & Personal Products names. PG ranks #2 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
145,809 | $13,367,769 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
11,286 | $1,654,978 | |
| 3 | UL |
Unilever PLC
|
918 | $55,190 | |
| 4 | KMB |
Kimberly Clark Corp
|
491 | $53,896 | |
| 5 | CLX |
Clorox Co /De/
|
200 | $19,088 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
195 | $18,890 | |
| 7 | EL |
Estee Lauder Companies Inc
|
95 | $7,500 | |
| 8 | KVUE |
Kenvue Inc.
|
209 | $3,993 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,654,978 | 11,286 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,217,340 | 8,428 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,195,348 | 8,341 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,369,174 | 8,911 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $1,415,079 | 8,882 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $1,564,114 | 9,178 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $1,527,458 | 9,111 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $1,569,711 | 9,063 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $1,489,392 | 9,031 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $1,503,894 | 9,269 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,387,147 | 9,466 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $1,440,367 | 9,875 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $1,494,638 | 9,850 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $3,301,214 | 22,202 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $1,530,452 | 10,098 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,572,216 | 20,374 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,678,951 | 18,631 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,682,404 | 17,555 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $1,317,636 | 8,055 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,092,257 | 7,813 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $979,321 | 7,258 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,018,161 | 7,518 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,001,390 | 7,197 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $949,162 | 6,829 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $736,431 | 6,159 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $467,060 | 4,246 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||