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

Avondale 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
-1,810
Closed -$261K – 71
2026
Q1 		$261K Buy
1,810
+300
+20% +$45.5K 0.13% 60
2025
Q4 		$216K Sell
1,510
-440
-23% -$64.9K 0.11% 57
2025
Q3 		$300K Sell
1,950
-500
-20% -$78.1K 0.16% 50
2025
Q2 		$390K Hold
2,450
– – 0.22% 44
2025
Q1 		$418K Sell
2,450
-750
-23% -$126K 0.26% 36
2024
Q4 		$536K Buy
3,200
+1,250
+64% +$213K 0.34% 31
2024
Q3 		$338K Sell
1,950
-200
-9% -$34K 0.22% 38
2024
Q2 		$355K Sell
2,150
-865
-29% -$141K 0.24% 37
2024
Q1 		$489K Sell
3,015
-695
-19% -$109K 0.34% 27
2023
Q4 		$544K Sell
3,710
-23
-0.6% -$3.41K 0.44% 25
2023
Q3 		$544K Hold
3,733
– – 0.48% 25
2023
Q2 		$566K Sell
3,733
-10
-0.3% -$1.51K 0.48% 25
2023
Q1 		$557K Buy
3,743
+300
+9% +$42.9K 0.48% 24
2022
Q4 		$522K Buy
3,443
+1,250
+57% +$175K 0.45% 19
2022
Q3 		$277K Buy
2,193
+420
+24% +$59.7K 0.3% 27
2022
Q2 		$255K Sell
1,773
-1,507
-46% -$226K 0.3% 32
2022
Q1 		$501K Buy
3,280
+730
+29% +$114K 0.59% 21
2021
Q4 		$417K Hold
2,550
– – 0.42% 30
2021
Q3 		$356K Hold
2,550
– – 0.35% 30
2021
Q2 		$344K Buy
2,550
+1,050
+70% +$142K 0.32% 36
2021
Q1 		$203K Buy
+1,500
New +$196K 0.2% 41
2018
Q1 		– Sell
-127
Closed -$12K – 116
2017
Q4 		$12K Buy
+127
New +$11.4K 0.01% 90

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

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

Avondale Wealth Management sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,810 shares — an estimated $261K sold.

Avondale Wealth Management first reported a position in PG in Q4 2017 and held it in 22 quarters. The position peaked at $566K in Q2 2023. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Avondale Wealth Management reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Avondale Wealth Management sold 1,810 Procter & Gamble shares in Q2 2026, an estimated $261K.
  • Avondale Wealth Management first reported a position in Procter & Gamble in Q4 2017 and held it in 22 quarters.
  • Avondale Wealth Management's Procter & Gamble position peaked at $566K in Q2 2023.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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