Position in PG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$678,210
-$1,515,544 QoQ
Shares Held
4,625
-69.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,627
of 4,000 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,234,599 across 7 Household & Personal Products names. PG ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
4,625 | $678,210 | |
| 2 | EL |
Estee Lauder Companies Inc
|
4,734 | $373,749 | |
| 3 | CL |
Colgate Palmolive Co
|
1,793 | $164,382 | |
| 4 | UL |
Unilever PLC
|
201 | $12,084 | |
| 5 | KMB |
Kimberly Clark Corp
|
24 | $2,634 | |
| 6 | KVUE |
Kenvue Inc.
|
96 | $1,834 | |
| 7 | NWL |
Newell Brands Inc.
|
278 | $1,706 |
All Filings in PG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,210 | 4,625 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,193,754 | 15,188 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $2,217,722 | 15,475 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,398,476 | 15,610 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,480,453 | 15,569 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,695,192 | 15,815 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $654,170 | 3,902 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $695,224 | 4,014 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $626,366 | 3,798 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $672,039 | 4,142 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $621,476 | 4,241 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $677,373 | 4,644 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $636,397 | 4,194 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $622,862 | 4,189 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $689,598 | 4,550 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $579,866 | 4,593 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $659,564 | 4,587 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $854,763 | 5,594 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $840,146 | 5,136 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $790,009 | 5,651 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $730,106 | 5,411 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $639,635 | 4,723 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $654,931 | 4,707 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||