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

Aviso 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	$1.55M	Sell	10,557 -292	-3%	-$42.5K	0.53%	42
2026 Q1	$1.57M	Buy	10,849 +4,936	+83%	+$748K	0.71%	35
2025 Q4	$847K	Buy	5,913 +73	+1%	+$10.8K	0.36%	66
2025 Q3	$897K	Buy	5,840 +37	+0.6%	+$5.78K	0.39%	63
2025 Q2	$924K	Buy	5,803 +222	+4%	+$36.2K	0.43%	58
2025 Q1	$951K	Buy	5,581 +158	+3%	+$26.5K	0.51%	54
2024 Q4	$909K	Buy	5,423 +3,547	+189%	+$604K	0.46%	59
2024 Q3	$325K	Sell	1,876 -1,146	-38%	-$195K	0.18%	109
2024 Q2	$498K	Sell	3,022 -212	-7%	-$34.7K	0.3%	77
2024 Q1	$525K	Sell	3,234 -486	-13%	-$76.2K	0.33%	79
2023 Q4	$545K	Buy	+3,720	New	+$551K	0.4%	61

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Aviso Wealth Management reduced its Procter & Gamble (PG) stake by 2.7% in Q2 2026, selling an estimated $42.5K and leaving 10,557 shares worth $1.55M. The position accounts for 0.53% of the portfolio, ranked #42.

Aviso Wealth Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q1 2026. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Aviso Wealth Management held 10,557 shares of Procter & Gamble worth $1.55M as of Q2 2026.
Aviso Wealth Management sold 292 Procter & Gamble shares in Q2 2026, an estimated $42.5K.
Procter & Gamble made up 0.53% of Aviso Wealth Management's portfolio in Q2 2026, its #42 holding.
Aviso Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
Aviso Wealth Management's Procter & Gamble position peaked at $1.57M in Q1 2026.
4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.