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

Able 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 		$221K Buy
+1,596
New +$232K 0.05% 139
2024
Q1 		– Sell
-1,053
Closed -$154K – 439
2023
Q4 		$154K Buy
+1,053
New +$156K 0.14% 83

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

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

Able Wealth Management opened a new position in Procter & Gamble (PG) in Q2 2026: 1,596 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #139 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in PG as recently as Q4 2023.

Able Wealth Management first reported a position in PG in Q4 2023 and has held it in 2 quarters since. 4,026 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Able Wealth Management held 1,596 shares of Procter & Gamble worth $221K as of Q2 2026.
  • Procter & Gamble was a new Able Wealth Management position in Q2 2026.
  • Procter & Gamble made up 0.05% of Able Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Able Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 2 quarters since.
  • 4,026 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.