Aprio Wealth Management, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1803519 ATLANTA, GA

Position in PG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,041,606

+$466,386 QoQ

Shares Held

20,742

+16.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#1,402

of 4,000 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $5,465,850 across 5 Household & Personal Products names. PG ranks #1 (55.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	20,742	$3,041,606
2	CL	Colgate Palmolive Co	11,898	$1,090,808
3	KMB	Kimberly Clark Corp	5,992	$657,741
4	UL	Unilever PLC	7,726	$464,487
5	CLX	Clorox Co /De/	2,213	$211,208

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,041,606	20,742	+16.3%	Shares	Sole	2026-07-24
2026-03-31	$2,575,220	17,829	+53.9%	Shares	Sole	2026-05-11
2025-12-31	$1,660,103	11,584	+25.2%	Shares	Sole	2026-01-29
2025-09-30	$1,421,262	9,250	+2.7%	Shares	Sole	2025-11-12
2025-06-30	$1,434,676	9,005	-15.6%	Shares	Sole	2025-08-14
2025-03-31	$1,818,722	10,672	+12.2%	Shares	Sole	2025-05-15
2024-12-31	$1,594,183	9,509	+13.3%	Shares	Sole	2025-01-13
2024-09-30	$1,453,148	8,390	-2.2%	Shares	Sole	2024-10-08
2024-06-30	$1,414,518	8,577	+42.3%	Shares	Sole	2024-07-10
2024-03-31	$977,880	6,027	+12.8%	Shares	Sole	2024-04-10
2023-12-31	$783,109	5,344	+14.0%	Shares	Sole	2024-01-17
2023-09-30	$683,499	4,686	+51.2%	Shares	Sole	2023-10-10
2023-06-30	$470,394	3,100	+0.6%	Shares	Sole	2023-07-13
2023-03-31	$458,411	3,083	+21.2%	Shares	Sole	2023-04-14
2022-12-31	$385,417	2,543	+7.3%	Shares	Sole	2023-01-11
2022-09-30	$299,086	2,369	+14.1%	Shares	Sole	2022-10-13
2022-06-30	$298,651	2,077	+7.0%	Shares	Sole	2022-07-26
2022-03-31	$296,584	1,941	+25.9%	Shares	Sole	2022-04-19
2021-12-31	$252,240	1,542	-23.4%	Shares	Sole	2022-01-26
2021-09-30	$281,557	2,014	+35.6%	Shares	Sole	2021-10-14
2021-06-30	$200,371	1,485	-47.9%	Shares	Sole	2021-07-23
2020-12-31	$396,270	2,848	-15.8%	Shares	Sole	2021-01-11
2020-09-30	$470,064	3,382	+0.3%	Shares	Sole	2020-10-14
2020-06-30	$403,070	3,371	0.0%	Shares	Sole	2020-07-20
2020-03-31	$370,810	3,371	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.