Position in PG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$802,854
-$118,817 QoQ
Shares Held
5,475
-14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,499
of 4,022 holders
Holding Since
Mar 2024
9 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 Jun 30, 2026Root Financial Partners, LLC holds $1,003,967 across 2 Household & Personal Products names. PG ranks #1 (80.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
5,475 | $802,854 | |
| 2 | HNST |
Honest Company, Inc.
|
54,949 | $201,113 |
All Filings in PG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,854 | 5,475 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $921,671 | 6,381 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $739,049 | 5,157 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $751,502 | 4,891 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $638,873 | 4,010 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $461,497 | 2,708 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $434,548 | 2,592 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $578,488 | 3,340 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $204,435 | 1,260 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||