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Baker Tilly Wealth Management’s Procter & Gamble PG Stock Holding History

Baker Tilly 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 		$1.23M Sell
8,367
-758
-8% -$110K 0.26% 67
2026
Q1 		$1.32M Sell
9,125
-133
-1% -$20.2K 0.32% 58
2025
Q4 		$1.33M Buy
9,258
+338
+4% +$49.8K 0.33% 54
2025
Q3 		$1.37M Buy
8,920
+1,605
+22% +$251K 0.31% 56
2025
Q2 		$1.17M Sell
7,315
-1,092
-13% -$178K 0.42% 47
2025
Q1 		$1.43M Buy
8,407
+118
+1% +$19.8K 0.56% 31
2024
Q4 		$1.39M Buy
8,289
+32
+0.4% +$5.45K 0.55% 38
2024
Q3 		$1.43M Sell
8,257
-418
-5% -$71K 0.63% 25
2024
Q2 		$1.43M Sell
8,675
-10,302
-54% -$1.68M 0.59% 29
2024
Q1 		$3.08M Sell
18,977
-683
-3% -$107K 0.56% 36
2023
Q4 		$2.88M Sell
19,660
-3,693
-16% -$547K 0.47% 38
2023
Q3 		$3.41M Sell
23,353
-15,829
-40% -$2.42M 0.56% 33
2023
Q2 		$5.95M Buy
39,182
+1,710
+5% +$258K 0.62% 33
2023
Q1 		$5.57M Buy
37,472
+3,031
+9% +$433K 0.63% 36
2022
Q4 		$5.22M Buy
34,441
+2,181
+7% +$306K 0.64% 31
2022
Q3 		$4.07M Buy
32,260
+171
+0.5% +$24.3K 0.56% 35
2022
Q2 		$4.61M Buy
32,089
+1,660
+5% +$249K 0.61% 35
2022
Q1 		$4.65M Sell
30,429
-1,380
-4% -$216K 0.51% 41
2021
Q4 		$5.2M Buy
31,809
+2,013
+7% +$299K 0.56% 37
2021
Q3 		$4.17M Buy
29,796
+2,885
+11% +$409K 0.55% 34
2021
Q2 		$3.63M Buy
26,911
+2,875
+12% +$389K 0.59% 34
2021
Q1 		$3.25M Buy
24,036
+10,029
+72% +$1.31M 0.67% 29
2020
Q4 		$1.95M Buy
+14,007
New +$1.96M 0.6% 42

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

Baker Tilly Wealth Management's PG Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Procter & Gamble (PG) stake by 8.3% in Q2 2026, selling an estimated $110K and leaving 8,367 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #67.

Baker Tilly Wealth Management first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.95M in Q2 2023. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Baker Tilly Wealth Management held 8,367 shares of Procter & Gamble worth $1.23M as of Q2 2026.
  • Baker Tilly Wealth Management sold 758 Procter & Gamble shares in Q2 2026, an estimated $110K.
  • Procter & Gamble made up 0.26% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Baker Tilly Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Procter & Gamble position peaked at $5.95M in Q2 2023.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.