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

Aletheian 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 		$392K Buy
2,676
+1,056
+65% +$154K 0.17% 74
2026
Q1 		$234K Buy
+1,620
New +$246K 0.11% 88
2025
Q3 		$425K Sell
2,764
-43
-2% -$6.72K 0.2% 65
2025
Q2 		$447K Sell
2,807
-84
-3% -$13.7K 0.22% 62
2025
Q1 		$493K Buy
2,891
+394
+16% +$66K 0.28% 58
2024
Q4 		$419K Buy
2,497
+127
+5% +$21.6K 0.25% 59
2024
Q3 		$410K Sell
2,370
-5,323
-69% -$904K 0.24% 58
2024
Q2 		$1.27M Buy
7,693
+273
+4% +$44.6K 0.67% 35
2024
Q1 		$1.2M Buy
7,420
+2,245
+43% +$352K 0.65% 38
2023
Q4 		$758K Sell
5,175
-200
-4% -$29.6K 0.5% 50
2023
Q3 		$784K Sell
5,375
-417
-7% -$63.7K 0.6% 44
2023
Q2 		$879K Buy
5,792
+4,095
+241% +$617K 0.6% 42
2023
Q1 		$252K Buy
1,697
+240
+16% +$34.3K 0.22% 56
2022
Q4 		$221K Buy
+1,457
New +$204K 0.19% 77
2022
Q3 		– Sell
-1,510
Closed -$217K – 55
2022
Q2 		$217K Buy
+1,510
New +$227K 0.22% 54

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

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

Aletheian Wealth Advisors increased its Procter & Gamble (PG) stake by 65% in Q2 2026, buying an estimated $154K and bringing the position to 2,676 shares worth $392K. The position accounts for 0.17% of the portfolio, ranked #74.

Aletheian Wealth Advisors first reported a position in PG in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q2 2024. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Aletheian Wealth Advisors held 2,676 shares of Procter & Gamble worth $392K as of Q2 2026.
  • Aletheian Wealth Advisors bought 1,056 Procter & Gamble shares in Q2 2026, an estimated $154K.
  • Procter & Gamble made up 0.17% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Aletheian Wealth Advisors first reported a position in Procter & Gamble in Q2 2022 and has held it in 15 quarters since.
  • Aletheian Wealth Advisors's Procter & Gamble position peaked at $1.27M in Q2 2024.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.