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Bernardo Wealth Planning’s Procter & Gamble PG Stock Holding History

Bernardo Wealth Planning’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 		$340K Buy
2,319
+282
+14% +$41K 0.06% 103
2026
Q1 		$294K Buy
2,037
+118
+6% +$17.9K 0.06% 97
2025
Q4 		$275K Sell
1,919
-2
-0.1% -$295 0.05% 107
2025
Q3 		$295K Buy
1,921
+16
+0.8% +$2.5K 0.06% 99
2025
Q2 		$303K Buy
1,905
+45
+2% +$7.34K 0.07% 94
2025
Q1 		$317K Sell
1,860
-40
-2% -$6.7K 0.08% 87
2024
Q4 		$301K Buy
1,900
+18
+1% +$3.07K 0.07% 88
2024
Q3 		$324K Sell
1,882
-44
-2% -$7.47K 0.08% 86
2024
Q2 		$318K Buy
1,926
+17
+0.9% +$2.78K 0.09% 74
2024
Q1 		$310K Buy
1,909
+52
+3% +$8.15K 0.09% 80
2023
Q4 		$272K Buy
+1,857
New +$275K 0.09% 75
2021
Q1 		– Sell
-7,211
Closed -$1M – 129
2020
Q4 		$1M Buy
7,211
+411
+6% +$57.4K 0.39% 50
2020
Q3 		$945K Buy
6,800
+689
+11% +$91.5K 0.42% 47
2020
Q2 		$730K Buy
6,111
+269
+5% +$31.4K 0.39% 51
2020
Q1 		$642K Sell
5,842
-294
-5% -$35.3K 0.45% 60
2019
Q4 		$766K Buy
6,136
+32
+0.5% +$3.92K 0.46% 47
2019
Q3 		$759K Sell
6,104
-227
-4% -$26.8K 0.55% 41
2019
Q2 		$694K Buy
6,331
+314
+5% +$33.5K 0.54% 45
2019
Q1 		$626K Hold
6,017
– – 0.5% 50
2018
Q4 		$553K Buy
+6,017
New +$538K 0.49% 49

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

Bernardo Wealth Planning's PG Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Procter & Gamble (PG) stake by 14% in Q2 2026, buying an estimated $41K and bringing the position to 2,319 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #103.

Bernardo Wealth Planning first reported a position in PG in Q4 2018 and has held it in 20 quarters since. The position peaked at $1M in Q4 2020. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Bernardo Wealth Planning held 2,319 shares of Procter & Gamble worth $340K as of Q2 2026.
  • Bernardo Wealth Planning bought 282 Procter & Gamble shares in Q2 2026, an estimated $41K.
  • Procter & Gamble made up 0.06% of Bernardo Wealth Planning's portfolio in Q2 2026, its #103 holding.
  • Bernardo Wealth Planning first reported a position in Procter & Gamble in Q4 2018 and has held it in 20 quarters since.
  • Bernardo Wealth Planning's Procter & Gamble position peaked at $1M in Q4 2020.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.