Position in PG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,079,417
+$119,758 QoQ
Shares Held
7,361
+10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,200
of 3,996 holders
Holding Since
Dec 2022
15 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, 2026Baron Wealth Management LLC holds $1,891,701 across 2 Household & Personal Products names. PG ranks #1 (57.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
7,361 | $1,079,417 | |
| 2 | CL |
Colgate Palmolive Co
|
8,860 | $812,284 |
All Filings in PG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079,417 | 7,361 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $959,659 | 6,644 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $838,936 | 5,854 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $908,839 | 5,915 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $952,414 | 5,978 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,039,050 | 6,097 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,054,853 | 6,292 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,043,010 | 6,022 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $974,017 | 5,906 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $995,079 | 6,133 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $897,117 | 6,122 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $880,848 | 6,039 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $909,681 | 5,995 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $886,489 | 5,962 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $894,507 | 5,902 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||