Envestnet Portfolio Solutions, Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1998033 BERWYN, PA

Position in PG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$25,733,706

+$4,280,033 QoQ

Shares Held

175,489

+18.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#445

of 3,996 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $34,695,578 across 8 Household & Personal Products names. PG ranks #1 (74.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	175,489	$25,733,706
2	UL	Unilever PLC	38,745	$2,329,349
3	CL	Colgate Palmolive Co	20,065	$1,839,559
4	CHD	Church & Dwight Co Inc /De/	17,593	$1,704,409
5	KMB	Kimberly Clark Corp	12,906	$1,416,691
6	ELF	e.l.f. Beauty, Inc.	11,693	$865,282
7	KVUE	Kenvue Inc.	30,406	$581,058
8	CLX	Clorox Co /De/	2,363	$225,524

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,733,706	175,489	+18.2%	Shares	Sole	2026-07-20
2026-03-31	$21,453,673	148,530	-5.3%	Shares	Sole	2026-04-29
2025-12-31	$22,477,170	156,843	+18.5%	Shares	Sole	2026-02-06
2025-09-30	$20,331,736	132,325	-20.5%	Shares	Sole	2025-10-30
2025-06-30	$26,528,532	166,511	-3.4%	Shares	Sole	2025-07-25
2025-03-31	$29,380,578	172,401	-17.8%	Shares	Sole	2025-04-21
2024-12-31	$35,156,037	209,699	-3.6%	Shares	Sole	2025-02-10
2024-09-30	$37,681,218	217,559	-4.6%	Shares	Sole	2024-10-31
2024-06-30	$37,591,699	227,939	+0.3%	Shares	Sole	2024-07-16
2024-03-31	$36,863,849	227,204	+24.6%	Shares	Sole	2024-05-06
2023-12-31	$26,725,085	182,374	+11.0%	Shares	Sole	2024-02-07
2023-09-30	$23,961,880	164,280	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.