AWM
PG icon

Ariadne Wealth Management’s Procter & Gamble PG Stock Holding History

Ariadne 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
2026
Q2 		– Sell
-1,639
Closed -$237K – 282
2026
Q1 		$237K Buy
1,639
+72
+5% +$10.9K 0.11% 203
2025
Q4 		$254K Buy
+1,567
New +$231K 0.11% 201

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 $3.38T AUM 44.17% 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

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

Ariadne Wealth Management sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,639 shares — an estimated $237K sold.

Ariadne Wealth Management first reported a position in PG in Q4 2025 and held it in 2 quarters. The position peaked at $254K in Q4 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Ariadne Wealth Management reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Ariadne Wealth Management sold 1,639 Procter & Gamble shares in Q2 2026, an estimated $237K.
  • Ariadne Wealth Management first reported a position in Procter & Gamble in Q4 2025 and held it in 2 quarters.
  • Ariadne Wealth Management's Procter & Gamble position peaked at $254K in Q4 2025.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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