ADVISORTRUST PARTNERS, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 2115523 RALEIGH, NC

Position in PG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$414,844

+$10,268 QoQ

Shares Held

2,829

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#3,067

of 4,003 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $1,683,662 across 4 Household & Personal Products names. PG ranks #3 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UL	Unilever PLC	7,307	$439,296
2	KVUE	Kenvue Inc.	22,412	$428,293
3	PG	PROCTER & GAMBLE Co This page	2,829	$414,844
4	CLX	Clorox Co /De/	4,204	$401,229

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$414,844	2,829	+1.0%	Shares	Sole	2026-08-10
2026-03-31	$404,576	2,801	+6.9%	Shares	Sole	2026-05-06
2025-12-31	$375,615	2,621	—	Shares	Sole	2026-03-10
No filing history on record for this holder in this stock.