AWA
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Aaron Wealth Advisors’s Procter & Gamble PG Stock Holding History

Aaron Wealth Advisors’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 		$3.68M Sell
25,113
-4,273
-15% -$622K 0.19% 71
2026
Q1 		$4.24M Buy
29,386
+44
+0.1% +$6.67K 0.24% 46
2025
Q4 		$4.21M Buy
29,342
+2,578
+10% +$380K 0.23% 50
2025
Q3 		$4.11M Buy
26,764
+10,024
+60% +$1.57M 0.24% 48
2025
Q2 		$2.67M Sell
16,740
-212
-1% -$34.6K 0.27% 55
2025
Q1 		$2.89M Buy
16,952
+606
+4% +$101K 0.33% 49
2024
Q4 		$2.74M Buy
16,346
+1,176
+8% +$200K 0.32% 47
2024
Q3 		$2.63M Buy
15,170
+1,135
+8% +$193K 0.31% 49
2024
Q2 		$2.31M Buy
14,035
+131
+0.9% +$21.4K 0.32% 46
2024
Q1 		$2.26M Buy
13,904
+3,674
+36% +$576K 0.32% 47
2023
Q4 		$1.5M Buy
10,230
+269
+3% +$39.8K 0.25% 54
2023
Q3 		$1.45M Buy
9,961
+38
+0.4% +$5.8K 0.19% 73
2023
Q2 		$1.51M Buy
9,923
+392
+4% +$59.1K 0.2% 77
2023
Q1 		$1.42M Buy
9,531
+634
+7% +$90.6K 0.19% 81
2022
Q4 		$1.35M Buy
8,897
+5,398
+154% +$757K 0.2% 82
2022
Q3 		$442K Sell
3,499
-4,760
-58% -$676K 0.08% 122
2022
Q2 		$1.19M Sell
8,259
-1,516,274
-99% -$228M 0.3% 55
2022
Q1 		$9.98M Buy
1,524,533
+1,519,209
+28,535% +$238M 0.14% 81
2021
Q4 		$870K Buy
5,324
+297
+6% +$44.1K 0.24% 62
2021
Q3 		$702K Buy
5,027
+74
+1% +$10.5K 0.2% 65
2021
Q2 		$668K Sell
4,953
-180
-4% -$24.4K 0.22% 69
2021
Q1 		$695K Sell
5,133
-113
-2% -$14.7K 0.26% 62
2020
Q4 		$729K Buy
+5,246
New +$733K 0.27% 52

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aaron Wealth Advisors's PG Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Procter & Gamble (PG) stake by 15% in Q2 2026, selling an estimated $622K and leaving 25,113 shares worth $3.68M. The position accounts for 0.19% of the portfolio, ranked #71.

Aaron Wealth Advisors first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.98M in Q1 2022. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Aaron Wealth Advisors held 25,113 shares of Procter & Gamble worth $3.68M as of Q2 2026.
  • Aaron Wealth Advisors sold 4,273 Procter & Gamble shares in Q2 2026, an estimated $622K.
  • Procter & Gamble made up 0.19% of Aaron Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Aaron Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Procter & Gamble position peaked at $9.98M in Q1 2022.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.