AWM
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Arista Wealth Management’s Procter & Gamble PG Stock Holding History

Arista 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 		$1.38M Sell
9,430
-1,078
-10% -$157K 0.15% 84
2026
Q1 		$1.52M Buy
10,508
+108
+1% +$16.4K 0.18% 71
2025
Q4 		$1.49M Sell
10,400
-350
-3% -$51.6K 0.18% 66
2025
Q3 		$1.65M Sell
10,750
-215
-2% -$33.6K 0.21% 64
2025
Q2 		$1.75M Buy
10,965
+9,785
+829% +$1.6M 0.24% 54
2025
Q1 		$201K Buy
+1,180
New +$198K 0.05% 65
2024
Q4 		– Sell
-1,180
Closed -$204K – 70
2024
Q3 		$204K Buy
+1,180
New +$200K 0.05% 70

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

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

Arista Wealth Management reduced its Procter & Gamble (PG) stake by 10% in Q2 2026, selling an estimated $157K and leaving 9,430 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #84.

Arista Wealth Management first reported a position in PG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q2 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Arista Wealth Management held 9,430 shares of Procter & Gamble worth $1.38M as of Q2 2026.
  • Arista Wealth Management sold 1,078 Procter & Gamble shares in Q2 2026, an estimated $157K.
  • Procter & Gamble made up 0.15% of Arista Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Arista Wealth Management first reported a position in Procter & Gamble in Q3 2024 and has held it in 7 quarters since.
  • Arista Wealth Management's Procter & Gamble position peaked at $1.75M in Q2 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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