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Beverly Hills Private Wealth’s Procter & Gamble PG Stock Holding History

Beverly Hills Private Wealth’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 		$266K Sell
1,811
-64
-3% -$9.31K 0.05% 214
2026
Q1 		$271K Sell
1,875
-1,175
-39% -$178K 0.05% 285
2025
Q4 		$437K Sell
3,050
-33
-1% -$4.87K 0.07% 198
2025
Q3 		$474K Sell
3,083
-9
-0.3% -$1.41K 0.08% 192
2025
Q2 		$493K Sell
3,092
-150
-5% -$24.5K 0.09% 178
2025
Q1 		$552K Buy
3,242
+203
+7% +$34K 0.11% 162
2024
Q4 		$509K Sell
3,039
-7
-0.2% -$1.19K 0.1% 168
2024
Q3 		$527K Sell
3,046
-497
-14% -$84.4K 0.11% 178
2024
Q2 		$584K Sell
3,543
-108
-3% -$17.7K 0.13% 168
2024
Q1 		$592K Sell
3,651
-951
-21% -$149K 0.14% 163
2023
Q4 		$674K Buy
4,602
+572
+14% +$84.7K 0.18% 128
2023
Q3 		$588K Sell
4,030
-71
-2% -$10.8K 0.17% 130
2023
Q2 		$637K Buy
4,101
+80
+2% +$12.1K 0.1% 205
2023
Q1 		$598K Buy
4,021
+2,606
+184% +$373K 0.19% 121
2022
Q4 		$214K Buy
+1,415
New +$198K 0.09% 213

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

Beverly Hills Private Wealth's PG Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Procter & Gamble (PG) stake by 3.4% in Q2 2026, selling an estimated $9.31K and leaving 1,811 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #214.

Beverly Hills Private Wealth first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $674K in Q4 2023. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Beverly Hills Private Wealth held 1,811 shares of Procter & Gamble worth $266K as of Q2 2026.
  • Beverly Hills Private Wealth sold 64 Procter & Gamble shares in Q2 2026, an estimated $9.31K.
  • Procter & Gamble made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #214 holding.
  • Beverly Hills Private Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Procter & Gamble position peaked at $674K in Q4 2023.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.