Position in PG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,809,035
+$90,819 QoQ
Shares Held
19,156
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#1,468
of 3,996 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $2,981,195 across 12 Household & Personal Products names. PG ranks #1 (94.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
19,156 | $2,809,035 | |
| 2 | CLX |
Clorox Co /De/
|
406 | $38,748 | |
| 3 | KVUE |
Kenvue Inc.
|
1,834 | $35,047 | |
| 4 | CL |
Colgate Palmolive Co
|
350 | $32,088 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
162 | $15,694 | |
| 6 | KMB |
Kimberly Clark Corp
|
137 | $15,038 | |
| 7 | UL |
Unilever PLC
|
212 | $12,745 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
160 | $11,840 |
All Filings in PG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,809,035 | 19,156 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,718,216 | 18,819 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $450,566 | 3,144 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $505,662 | 3,291 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $564,152 | 3,541 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $519,781 | 3,050 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $505,800 | 3,017 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $528,260 | 3,050 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $503,006 | 3,050 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $481,233 | 2,966 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $469,074 | 3,201 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $462,376 | 3,170 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $310,460 | 2,046 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $299,461 | 2,014 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $302,816 | 1,998 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $271,185 | 2,148 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $297,645 | 2,070 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $342,372 | 2,093 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $276,524 | 1,978 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||