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

Acumen 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 		$171K Sell
1,165
-219
-16% -$31.9K 0.04% 107
2026
Q1 		$200K Sell
1,384
-161
-10% -$24.4K 0.05% 99
2025
Q4 		$221K Buy
+1,545
New +$228K 0.06% 67

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

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

Acumen Wealth Advisors reduced its Procter & Gamble (PG) stake by 16% in Q2 2026, selling an estimated $31.9K and leaving 1,165 shares worth $171K. The position accounts for 0.04% of the portfolio, ranked #107.

Acumen Wealth Advisors first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $221K in Q4 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Acumen Wealth Advisors held 1,165 shares of Procter & Gamble worth $171K as of Q2 2026.
  • Acumen Wealth Advisors sold 219 Procter & Gamble shares in Q2 2026, an estimated $31.9K.
  • Procter & Gamble made up 0.04% of Acumen Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Acumen Wealth Advisors first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Procter & Gamble position peaked at $221K in Q4 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.