AMPWP
PG icon

Alvarez & Marsal Private Wealth Partners’s Procter & Gamble PG Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$421K Buy
2,869
+47
+2% +$6.84K 0.06% 62
2026
Q1 		$408K Buy
2,822
+2,472
+706% +$375K 0.06% 95
2025
Q4 		$50.2K Buy
+350
New +$51.6K 0.01% 101

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

Alvarez & Marsal Private Wealth Partners's PG Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its Procter & Gamble (PG) stake by 1.7% in Q2 2026, buying an estimated $6.84K and bringing the position to 2,869 shares worth $421K. The position accounts for 0.06% of the portfolio, ranked #62.

Alvarez & Marsal Private Wealth Partners first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 2,869 shares of Procter & Gamble worth $421K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners bought 47 Procter & Gamble shares in Q2 2026, an estimated $6.84K.
  • Procter & Gamble made up 0.06% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.