AWA
PG icon

AGH Wealth Advisors’s Procter & Gamble PG Stock Holding History

AGH 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 		$398K Buy
2,714
+166
+7% +$24.2K 0.25% 78
2026
Q1 		$368K Buy
2,548
+254
+11% +$38.5K 0.27% 72
2025
Q4 		$329K Sell
2,294
-722
-24% -$106K 0.25% 73
2025
Q3 		$463K Sell
3,016
-148
-5% -$23.1K 0.34% 62
2025
Q2 		$504K Buy
3,164
+288
+10% +$47K 0.42% 49
2025
Q1 		$490K Sell
2,876
-73
-2% -$12.2K 0.47% 46
2024
Q4 		$494K Buy
+2,949
New +$502K 0.46% 50

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

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

AGH Wealth Advisors increased its Procter & Gamble (PG) stake by 6.5% in Q2 2026, buying an estimated $24.2K and bringing the position to 2,714 shares worth $398K. The position accounts for 0.25% of the portfolio, ranked #78.

AGH Wealth Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $504K in Q2 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • AGH Wealth Advisors held 2,714 shares of Procter & Gamble worth $398K as of Q2 2026.
  • AGH Wealth Advisors bought 166 Procter & Gamble shares in Q2 2026, an estimated $24.2K.
  • Procter & Gamble made up 0.25% of AGH Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • AGH Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's Procter & Gamble position peaked at $504K in Q2 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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