Position in PG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,632,103
+$677,355 QoQ
Shares Held
11,130
+68.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.90%
of 13F equity value
Holder Rank
#1,856
of 3,996 holders
Holding Since
Dec 2023
10 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, 2026Sterling Wealth Management, Inc. holds $2,026,418 across 2 Household & Personal Products names. PG ranks #1 (80.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
11,130 | $1,632,103 | |
| 2 | CL |
Colgate Palmolive Co
|
4,301 | $394,315 |
All Filings in PG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,632,103 | 11,130 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $954,748 | 6,610 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $955,017 | 6,664 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,645,745 | 10,711 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,644,819 | 10,324 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $843,279 | 5,030 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $877,777 | 5,068 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $796,563 | 4,830 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $783,667 | 4,830 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $707,788 | 4,830 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||