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Barnes Wealth Management Group’s Procter & Gamble PG Stock Holding History

Barnes Wealth Management Group’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 		$308K Buy
2,101
+98
+5% +$14.3K 0.14% 140
2026
Q1 		$289K Buy
2,003
+47
+2% +$7.13K 0.15% 140
2025
Q4 		$280K Buy
1,956
+45
+2% +$6.63K 0.15% 135
2025
Q3 		$294K Sell
1,911
-219
-10% -$34.2K 0.16% 124
2025
Q2 		$339K Sell
2,130
-48
-2% -$7.83K 0.2% 107
2025
Q1 		$371K Buy
2,178
+36
+2% +$6.03K 0.24% 96
2024
Q4 		$359K Buy
+2,142
New +$365K 0.24% 93

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

Barnes Wealth Management Group's PG Position: Q2 2026 in Review

Barnes Wealth Management Group increased its Procter & Gamble (PG) stake by 4.9% in Q2 2026, buying an estimated $14.3K and bringing the position to 2,101 shares worth $308K. The position accounts for 0.14% of the portfolio, ranked #140.

Barnes Wealth Management Group first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $371K in Q1 2025. 4,029 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Barnes Wealth Management Group held 2,101 shares of Procter & Gamble worth $308K as of Q2 2026.
  • Barnes Wealth Management Group bought 98 Procter & Gamble shares in Q2 2026, an estimated $14.3K.
  • Procter & Gamble made up 0.14% of Barnes Wealth Management Group's portfolio in Q2 2026, its #140 holding.
  • Barnes Wealth Management Group first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Barnes Wealth Management Group's Procter & Gamble position peaked at $371K in Q1 2025.
  • 4,029 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.