Position in PG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,117,651
+$1,520,765 QoQ
Shares Held
28,080
+56.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#1,208
of 4,001 holders
Holding Since
Dec 2025
3 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, 2026SHRIER WEALTH MANAGEMENT, LLC holds $4,722,645 across 2 Household & Personal Products names. PG ranks #1 (87.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
28,080 | $4,117,651 | |
| 2 | CLX |
Clorox Co /De/
|
6,339 | $604,994 |
All Filings in PG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,117,651 | 28,080 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,596,886 | 17,979 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,484,135 | 17,334 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||