Position in PG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$703,872
+$77,147 QoQ
Shares Held
4,800
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,598
of 4,002 holders
Holding Since
Dec 2024
7 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, 2026Grant Private Wealth Management Inc holds $1,003,649 across 2 Household & Personal Products names. PG ranks #1 (70.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
4,800 | $703,872 | |
| 2 | CLX |
Clorox Co /De/
|
3,141 | $299,777 |
All Filings in PG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,872 | 4,800 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $626,725 | 4,339 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $478,798 | 3,341 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $595,701 | 3,877 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $3,654,960 | 22,941 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $619,647 | 3,636 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $510,158 | 3,043 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||