49 Wealth Management’s Procter & Gamble PG Stock Holding History

49 Wealth Management’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$302K	Sell	2,059 -5,199	-72%	-$757K	0.06%	138
2026 Q1	$1.05M	Sell	7,258 -638	-8%	-$96.7K	0.08%	73
2025 Q4	$1.13M	Buy	7,896 +493	+7%	+$72.7K	0.09%	62
2025 Q3	$1.14M	Buy	7,403 +1,875	+34%	+$293K	0.11%	54
2025 Q2	$881K	Sell	5,528 -217	-4%	-$35.4K	0.09%	60
2025 Q1	$979K	Buy	5,745 +65	+1%	+$10.9K	0.12%	58
2024 Q4	$952K	Sell	5,680 -69	-1%	-$11.8K	0.14%	55
2024 Q3	$996K	Sell	5,749 -8,703	-60%	-$1.48M	0.16%	55
2024 Q2	$2.35M	Buy	14,452 +9,941	+220%	+$1.63M	0.46%	41
2024 Q1	$724K	Buy	4,511 +905	+25%	+$142K	0.16%	45
2023 Q4	$528K	Buy	+3,606	New	+$534K	0.14%	50

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

49 Wealth Management's PG Position: Q2 2026 in Review

49 Wealth Management reduced its Procter & Gamble (PG) stake by 72% in Q2 2026, selling an estimated $757K and leaving 2,059 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #138.

49 Wealth Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q2 2024. 4,023 funds tracked by Wall St. Rank hold PG as of Q2 2026.

49 Wealth Management held 2,059 shares of Procter & Gamble worth $302K as of Q2 2026.
49 Wealth Management sold 5,199 Procter & Gamble shares in Q2 2026, an estimated $757K.
Procter & Gamble made up 0.06% of 49 Wealth Management's portfolio in Q2 2026, its #138 holding.
49 Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
49 Wealth Management's Procter & Gamble position peaked at $2.35M in Q2 2024.
4,023 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.