Betterment LLC
PG icon

Betterment LLC’s Procter & Gamble PG Stock Holding History

Betterment LLC’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 		$551K Buy
3,759
+72
+2% +$10.5K ﹤0.01% 457
2026
Q1 		$533K Buy
3,687
+75
+2% +$11.4K ﹤0.01% 425
2025
Q4 		$518K Buy
3,612
+385
+12% +$56.8K ﹤0.01% 400
2025
Q3 		$496K Sell
3,227
-458
-12% -$71.5K ﹤0.01% 386
2025
Q2 		$587K Sell
3,685
-674
-15% -$110K ﹤0.01% 332
2025
Q1 		$743K Buy
4,359
+273
+7% +$45.7K ﹤0.01% 293
2024
Q4 		$685K Buy
4,086
+499
+14% +$85K ﹤0.01% 288
2024
Q3 		$621K Buy
3,587
+137
+4% +$23.3K ﹤0.01% 291
2024
Q2 		$569K Buy
3,450
+114
+3% +$18.6K ﹤0.01% 273
2024
Q1 		$541K Buy
3,336
+1,192
+56% +$187K ﹤0.01% 254
2023
Q4 		$314K Buy
+2,144
New +$318K ﹤0.01% 270

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

Betterment LLC's PG Position: Q2 2026 in Review

Betterment LLC increased its Procter & Gamble (PG) stake by 2% in Q2 2026, buying an estimated $10.5K and bringing the position to 3,759 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Betterment LLC first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $743K in Q1 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Betterment LLC held 3,759 shares of Procter & Gamble worth $551K as of Q2 2026.
  • Betterment LLC bought 72 Procter & Gamble shares in Q2 2026, an estimated $10.5K.
  • Procter & Gamble made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #457 holding.
  • Betterment LLC first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Betterment LLC's Procter & Gamble position peaked at $743K in Q1 2025.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.