Position in PG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,061,489
+$8,448 QoQ
Shares Held
7,349
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026Redwood Wealth Management Group, LLC holds $1,278,825 across 2 Household & Personal Products names. PG ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
7,349 | $1,061,489 | |
| 2 | CL |
Colgate Palmolive Co
|
2,550 | $217,336 |
All Filings in PG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,061,489 | 7,349 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,053,041 | 7,348 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,129,327 | 7,350 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,184,066 | 7,432 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,291,954 | 7,581 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,299,287 | 7,750 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,404,305 | 8,108 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,340,469 | 8,128 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,342,132 | 8,272 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,227,125 | 8,374 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,221,723 | 8,376 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,263,235 | 8,325 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,267,136 | 8,522 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,348,277 | 8,896 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||