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BIP Wealth’s Procter & Gamble PG Stock Holding History

BIP 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 		$3.62M Buy
24,655
+5,061
+26% +$737K 0.1% 140
2026
Q1 		$2.83M Sell
19,594
-344
-2% -$52.2K 0.12% 112
2025
Q4 		$2.86M Buy
19,938
+11,053
+124% +$1.63M 0.1% 120
2025
Q3 		$1.37M Buy
8,885
+1,878
+27% +$293K 0.07% 104
2025
Q2 		$1.12M Sell
7,007
-1,778
-20% -$290K 0.07% 91
2025
Q1 		$1.5M Sell
8,785
-390
-4% -$65.3K 0.1% 75
2024
Q4 		$1.54M Sell
9,175
-420
-4% -$71.5K 0.1% 76
2024
Q3 		$1.66M Buy
9,595
+4,646
+94% +$789K 0.11% 67
2024
Q2 		$816K Sell
4,949
-82
-2% -$13.4K 0.07% 89
2024
Q1 		$816K Buy
5,031
+150
+3% +$23.5K 0.06% 95
2023
Q4 		$715K Buy
4,881
+1,245
+34% +$184K 0.06% 92
2023
Q3 		$530K Buy
3,636
+119
+3% +$18.2K 0.05% 104
2023
Q2 		$534K Sell
3,517
-1,398
-28% -$211K 0.04% 102
2023
Q1 		$731K Buy
+4,915
New +$703K 0.08% 88

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

BIP Wealth's PG Position: Q2 2026 in Review

BIP Wealth increased its Procter & Gamble (PG) stake by 26% in Q2 2026, buying an estimated $737K and bringing the position to 24,655 shares worth $3.62M. The position accounts for 0.1% of the portfolio, ranked #140.

BIP Wealth first reported a position in PG in Q1 2023 and has held it in 14 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • BIP Wealth held 24,655 shares of Procter & Gamble worth $3.62M as of Q2 2026.
  • BIP Wealth bought 5,061 Procter & Gamble shares in Q2 2026, an estimated $737K.
  • Procter & Gamble made up 0.1% of BIP Wealth's portfolio in Q2 2026, its #140 holding.
  • BIP Wealth first reported a position in Procter & Gamble in Q1 2023 and has held it in 14 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.