Position in PG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$423,789
-$27,874 QoQ
Shares Held
2,890
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#3,042
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, 2026Physician Wealth Advisors, Inc. holds $733,168 across 16 Household & Personal Products names. PG ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
2,890 | $423,789 | |
| 2 | KMB |
Kimberly Clark Corp
|
1,258 | $138,090 | |
| 3 | UL |
Unilever PLC
|
896 | $53,867 | |
| 4 | CL |
Colgate Palmolive Co
|
520 | $47,673 | |
| 5 | KVUE |
Kenvue Inc.
|
1,808 | $34,550 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
179 | $17,341 | |
| 7 | EL |
Estee Lauder Companies Inc
|
74 | $5,842 | |
| 8 | CLX |
Clorox Co /De/
|
43 | $4,103 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,789 | 2,890 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $451,663 | 3,127 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $428,496 | 2,990 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $672,679 | 4,378 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $702,919 | 4,412 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $757,516 | 4,445 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $746,377 | 4,452 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $761,387 | 4,396 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $724,328 | 4,392 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $692,807 | 4,270 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $664,558 | 4,535 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $661,329 | 4,534 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $688,596 | 4,538 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $440,717 | 2,964 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $449,072 | 2,963 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $370,670 | 2,936 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $425,905 | 2,962 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $446,634 | 2,923 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $460,477 | 2,815 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $385,009 | 2,754 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $365,795 | 2,711 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $370,536 | 2,736 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $380,687 | 2,736 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $396,538 | 2,853 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $341,013 | 2,852 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $310,750 | 2,825 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||