Icon Wealth Advisors, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1963212 HOUSTON, TX

Position in PG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,803,255

+$84,792 QoQ

Shares Held

25,936

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,259

of 4,017 holders

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Icon Wealth Advisors, LLC holds $7,373,398 across 5 Household & Personal Products names. PG ranks #1 (51.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	25,936	$3,803,255
2	CLX	Clorox Co /De/	20,496	$1,956,138
3	KMB	Kimberly Clark Corp	10,471	$1,149,401
4	UL	Unilever PLC	3,963	$238,255
5	EL	Estee Lauder Companies Inc	2,867	$226,349

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,803,255	25,936	+0.7%	Shares	Sole	2026-08-05
2026-03-31	$3,718,463	25,744	-25.7%	Shares	Sole	2026-05-12
2025-12-31	$4,967,984	34,666	-4.2%	Shares	Sole	2026-02-13
2025-09-30	$5,560,132	36,187	-1.4%	Shares	Sole	2025-11-14
2025-06-30	$5,849,274	36,714	+13.1%	Shares	Sole	2025-08-14
2025-03-31	$5,534,389	32,475	+6.7%	Shares	Sole	2025-05-15
2024-12-31	$5,104,439	30,447	+6.4%	Shares	Sole	2025-02-14
2024-09-30	$4,955,771	28,613	+5.1%	Shares	Sole	2024-11-14
2024-06-30	$4,491,266	27,233	-4.8%	Shares	Sole	2024-08-14
2024-03-31	$4,643,270	28,618	-6.8%	Shares	Sole	2024-05-15
2023-12-31	$4,500,976	30,715	-33.8%	Shares	Sole	2024-02-14
2022-12-31	$7,030,565	46,388	+0.7%	Shares	Sole	2023-02-14
2022-09-30	$5,817,221	46,077	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.