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BlackDiamond Wealth Management’s Procter & Gamble PG Stock Holding History

BlackDiamond 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 		$821K Sell
5,608
-107
-2% -$15.6K 0.33% 72
2026
Q1 		$825K Buy
5,715
+163
+3% +$24.7K 0.4% 59
2025
Q4 		$873K Buy
5,552
+2,959
+114% +$436K 0.43% 54
2025
Q3 		$398K Sell
2,593
-133
-5% -$20.8K 0.22% 89
2025
Q2 		$439K Buy
2,726
+433
+19% +$70.7K 0.25% 74
2025
Q1 		$362K Sell
2,293
-62
-3% -$10.4K 0.24% 74
2024
Q4 		$395K Buy
2,355
+7
+0.3% +$1.19K 0.23% 95
2024
Q3 		$389K Buy
2,348
+342
+17% +$58.1K 0.24% 98
2024
Q2 		$343K Buy
2,006
+62
+3% +$10.1K 0.23% 97
2024
Q1 		$315K Buy
1,944
+194
+11% +$30.4K 0.22% 101
2023
Q4 		$277K Buy
1,750
+209
+14% +$31K 0.2% 104
2023
Q3 		$230K Buy
1,541
+29
+2% +$4.43K 0.21% 109
2023
Q2 		$233K Buy
1,512
+159
+12% +$24K 0.2% 114
2023
Q1 		$212K Buy
+1,353
New +$193K 0.22% 105

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

BlackDiamond Wealth Management's PG Position: Q2 2026 in Review

BlackDiamond Wealth Management reduced its Procter & Gamble (PG) stake by 1.9% in Q2 2026, selling an estimated $15.6K and leaving 5,608 shares worth $821K. The position accounts for 0.33% of the portfolio, ranked #72.

BlackDiamond Wealth Management first reported a position in PG in Q1 2023 and has held it in 14 quarters since. The position peaked at $873K in Q4 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • BlackDiamond Wealth Management held 5,608 shares of Procter & Gamble worth $821K as of Q2 2026.
  • BlackDiamond Wealth Management sold 107 Procter & Gamble shares in Q2 2026, an estimated $15.6K.
  • Procter & Gamble made up 0.33% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #72 holding.
  • BlackDiamond Wealth Management first reported a position in Procter & Gamble in Q1 2023 and has held it in 14 quarters since.
  • BlackDiamond Wealth Management's Procter & Gamble position peaked at $873K in Q4 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.