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BCS Private Wealth Management’s Procter & Gamble PG Stock Holding History

BCS Private 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 		$4.04M Sell
27,536
-38
-0.1% -$5.53K 1.22% 23
2026
Q1 		$3.98M Buy
27,574
+789
+3% +$120K 1.21% 22
2025
Q4 		$3.84M Sell
26,785
-1,563
-6% -$230K 1.31% 22
2025
Q3 		$4.36M Sell
28,348
-878
-3% -$137K 1.56% 17
2025
Q2 		$4.66M Buy
+29,226
New +$4.77M 1.75% 14

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

BCS Private Wealth Management's PG Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Procter & Gamble (PG) stake by 0.14% in Q2 2026, selling an estimated $5.53K and leaving 27,536 shares worth $4.04M. The position accounts for 1.22% of the portfolio, ranked #23.

BCS Private Wealth Management first reported a position in PG in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.66M in Q2 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • BCS Private Wealth Management held 27,536 shares of Procter & Gamble worth $4.04M as of Q2 2026.
  • BCS Private Wealth Management sold 38 Procter & Gamble shares in Q2 2026, an estimated $5.53K.
  • Procter & Gamble made up 1.22% of BCS Private Wealth Management's portfolio in Q2 2026, its #23 holding.
  • BCS Private Wealth Management first reported a position in Procter & Gamble in Q2 2025 and has held it in 5 quarters since.
  • BCS Private Wealth Management's Procter & Gamble position peaked at $4.66M in Q2 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.