NewEdge Wealth, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1861796 STAMFORD, CT

Position in PG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$11,090,823

-$155,275 QoQ

Shares Held

75,633

-2.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#707

of 3,996 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Consumer Defensive · as of Jun 30, 2026

NewEdge Wealth, LLC holds $21,035,778 across 6 Household & Personal Products names. PG ranks #1 (52.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	75,633	$11,090,823
2	UL	Unilever PLC	112,085	$6,738,550
3	EL	Estee Lauder Companies Inc	13,194	$1,041,666
4	KVUE	Kenvue Inc.	53,681	$1,025,843
5	CLX	Clorox Co /De/	7,084	$676,096
6	CL	Colgate Palmolive Co	5,048	$462,800

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,090,823	75,633	-2.9%	Shares	Sole	2026-08-10
2026-03-31	$11,246,098	77,860	-13.4%	Shares	Sole	2026-05-13
2025-12-31	$12,880,129	89,876	+19.8%	Shares	Sole	2026-02-03
2025-09-30	$11,526,669	75,019	+4.3%	Shares	Sole	2025-11-07
2025-06-30	$11,463,392	71,952	+2.5%	Shares	Sole	2025-08-11
2025-03-31	$11,966,551	70,218	-2.3%	Shares	Sole	2025-05-09
2024-12-31	$12,044,478	71,843	+9.8%	Shares	Sole	2025-02-05
2024-09-30	$11,329,185	65,411	+2.7%	Shares	Sole	2024-11-12
2024-06-30	$10,507,383	63,712	-3.6%	Shares	Sole	2024-08-02
2024-03-31	$10,728,456	66,123	-6.7%	Shares	Sole	2024-05-06
2023-12-31	$10,388,513	70,892	+4.0%	Shares	Sole	2024-01-29
2023-09-30	$9,943,130	68,169	+23.2%	Shares	Sole	2023-11-08
2023-06-30	$8,398,657	55,349	+55.1%	Shares	Sole	2023-08-09
2023-03-31	$5,306,597	35,689	+0.1%	Shares	Sole	2023-05-08
2022-12-31	$5,401,598	35,640	-66.1%	Shares	Sole	2023-02-14
2022-09-30	$13,280,616	105,193	+10.3%	Shares	Sole	2022-11-14
2022-06-30	$13,713,108	95,369	+33.2%	Shares	Sole	2022-08-09
2022-03-31	$10,941,091	71,604	+8.7%	Shares	Sole	2022-05-10
2021-12-31	$10,777,304	65,884	+7.1%	Shares	Sole	2022-01-31
2021-09-30	$8,598,818	61,508	+3.0%	Shares	Sole	2021-11-12
2021-06-30	$8,055,590	59,702	+9.5%	Shares	Sole	2021-08-11
2021-03-31	$7,386,487	54,541	+269.6%	Shares	Sole	2021-05-13
2020-12-31	$2,053,149	14,756	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.