AWM
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AE Wealth Management’s Procter & Gamble PG Stock Holding History

AE 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
2021
Q4 		– Sell
-6,900
Closed -$19K – 1762
2021
Q3 		$19K Buy
+6,900
New +$978K ﹤0.01% 1597

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

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

AE Wealth Management increased its Procter & Gamble (PG) stake by 7.5% in Q2 2026, buying an estimated $5.58M and bringing the position to 551,542 shares worth $80.9M. The position accounts for 0.38% of the portfolio, ranked #65.

AE Wealth Management first reported a position in PG in Q4 2016 and has held it in 39 quarters since. The position peaked at $102M in Q3 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • AE Wealth Management held 551,542 shares of Procter & Gamble worth $80.9M as of Q2 2026.
  • AE Wealth Management bought 38,345 Procter & Gamble shares in Q2 2026, an estimated $5.58M.
  • Procter & Gamble made up 0.38% of AE Wealth Management's portfolio in Q2 2026, its #65 holding.
  • AE Wealth Management first reported a position in Procter & Gamble in Q4 2016 and has held it in 39 quarters since.
  • AE Wealth Management's Procter & Gamble position peaked at $102M in Q3 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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