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Alaethes Wealth’s Procter & Gamble PG Stock Holding History

Alaethes Wealth’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 		– Sell
-1,413
Closed -$204K – 119
2026
Q1 		$204K Buy
+1,413
New +$214K 0.06% 121
2025
Q4 		– Sell
-1,422
Closed -$218K – 120
2025
Q3 		$218K Sell
1,422
-169
-11% -$26.4K 0.06% 107
2025
Q2 		$253K Sell
1,591
-20
-1% -$3.26K 0.08% 99
2025
Q1 		$275K Buy
1,611
+17
+1% +$2.85K 0.1% 102
2024
Q4 		$267K Sell
1,594
-20
-1% -$3.41K 0.1% 99
2024
Q3 		$280K Buy
+1,614
New +$274K 0.1% 101
2024
Q1 		– Sell
-1,595
Closed -$234K – 117
2023
Q4 		$234K Buy
1,595
+13
+0.8% +$1.93K 0.11% 106
2023
Q3 		$231K Sell
1,582
-62
-4% -$9.47K 0.13% 103
2023
Q2 		$249K Hold
1,644
– – 0.14% 101
2023
Q1 		$244K Buy
+1,644
New +$235K 0.14% 105
2022
Q4 		– Sell
-1,978
Closed -$250K – 108
2022
Q3 		$250K Hold
1,978
– – 0.18% 93
2022
Q2 		$284K Sell
1,978
-3,354
-63% -$504K 0.21% 92
2022
Q1 		$815K Sell
5,332
-3,749
-41% -$587K 0.52% 76
2021
Q4 		$1.49M Sell
9,081
-44
-0.5% -$6.53K 0.94% 31
2021
Q3 		$1.28M Buy
9,125
+1,108
+14% +$157K 0.93% 36
2021
Q2 		$1.08M Buy
8,017
+426
+6% +$57.6K 0.84% 42
2021
Q1 		$1.03M Buy
+7,591
New +$990K 0.95% 34

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

Alaethes Wealth's PG Position: Q2 2026 in Review

Alaethes Wealth sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,413 shares — an estimated $204K sold.

Alaethes Wealth first reported a position in PG in Q1 2021 and held it in 17 quarters. The position peaked at $1.49M in Q4 2021. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Alaethes Wealth reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Alaethes Wealth sold 1,413 Procter & Gamble shares in Q2 2026, an estimated $204K.
  • Alaethes Wealth first reported a position in Procter & Gamble in Q1 2021 and held it in 17 quarters.
  • Alaethes Wealth's Procter & Gamble position peaked at $1.49M in Q4 2021.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.