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Abacus Wealth Partners’s Procter & Gamble PG Stock Holding History

Abacus Wealth Partners’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 		$605K Buy
4,125
+40
+1% +$5.82K 0.06% 126
2026
Q1 		$590K Sell
4,085
-185
-4% -$28K 0.05% 183
2025
Q4 		$612K Buy
4,270
+1,765
+70% +$260K 0.06% 177
2025
Q3 		$385K Buy
2,505
+136
+6% +$21.2K 0.06% 66
2025
Q2 		$377K Sell
2,369
-371
-14% -$60.6K 0.06% 74
2025
Q1 		$467K Sell
2,740
-966
-26% -$162K 0.07% 48
2024
Q4 		$621K Hold
3,706
– – 0.09% 42
2024
Q3 		$642K Sell
3,706
-480
-11% -$81.5K 0.1% 42
2024
Q2 		$690K Sell
4,186
-434
-9% -$71K 0.11% 38
2024
Q1 		$750K Buy
4,620
+89
+2% +$14K 0.13% 35
2023
Q4 		$664K Buy
4,531
+176
+4% +$26.1K 0.11% 33
2023
Q3 		$635K Buy
4,355
+810
+23% +$124K 0.2% 34
2023
Q2 		$538K Sell
3,545
-707
-17% -$107K 0.16% 39
2023
Q1 		$663K Buy
4,252
+2,644
+164% +$378K 0.22% 31
2022
Q4 		$244K Buy
+1,608
New +$225K 0.09% 64
2022
Q3 		– Sell
-1,556
Closed -$224K – 83
2022
Q2 		$224K Sell
1,556
-372
-19% -$55.9K 0.12% 68
2022
Q1 		$295K Sell
1,928
-1,459
-43% -$228K 0.13% 60
2021
Q4 		$554K Sell
3,387
-340
-9% -$50.5K 0.2% 47
2021
Q3 		$521K Sell
3,727
-8
-0.2% -$1.13K 0.19% 45
2021
Q2 		$504K Buy
3,735
+212
+6% +$28.7K 0.2% 42
2021
Q1 		$477K Buy
3,523
+312
+10% +$40.7K 0.34% 42
2020
Q4 		$447K Buy
+3,211
New +$449K 0.39% 39

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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

Abacus Wealth Partners's PG Position: Q2 2026 in Review

Abacus Wealth Partners increased its Procter & Gamble (PG) stake by 0.98% in Q2 2026, buying an estimated $5.82K and bringing the position to 4,125 shares worth $605K. The position accounts for 0.06% of the portfolio, ranked #126.

Abacus Wealth Partners first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $750K in Q1 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Abacus Wealth Partners held 4,125 shares of Procter & Gamble worth $605K as of Q2 2026.
  • Abacus Wealth Partners bought 40 Procter & Gamble shares in Q2 2026, an estimated $5.82K.
  • Procter & Gamble made up 0.06% of Abacus Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • Abacus Wealth Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Abacus Wealth Partners's Procter & Gamble position peaked at $750K in Q1 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.