BWA
PG icon

Blodgett Wealth Advisors’s Procter & Gamble PG Stock Holding History

Blodgett Wealth Advisors’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 		$927K Buy
6,320
+40
+0.6% +$5.82K 0.62% 27
2026
Q1 		$907K Hold
6,280
– – 0.72% 27
2025
Q4 		$900K Sell
6,280
-200
-3% -$29.5K 0.63% 29
2025
Q3 		$996K Hold
6,480
– – 0.69% 24
2025
Q2 		$1.03M Sell
6,480
-200
-3% -$32.6K 0.81% 22
2025
Q1 		$1.14M Sell
6,680
-800
-11% -$134K 0.97% 19
2024
Q4 		$1.25M Sell
7,480
-500
-6% -$85.2K 0.98% 21
2024
Q3 		$1.38M Sell
7,980
-1,450
-15% -$246K 1.16% 18
2024
Q2 		$1.56M Sell
9,430
-2,100
-18% -$343K 1.32% 15
2024
Q1 		$1.87M Sell
11,530
-750
-6% -$118K 1.69% 13
2023
Q4 		$1.8M Sell
12,280
-500
-4% -$74.1K 1.84% 12
2023
Q3 		$1.86M Sell
12,780
-200
-2% -$30.5K 2.05% 10
2023
Q2 		$1.97M Sell
12,980
-250
-2% -$37.7K 2.04% 10
2023
Q1 		$1.97M Sell
13,230
-350
-3% -$50K 2.27% 8
2022
Q4 		$2.06M Hold
13,580
– – 2.5% 8
2022
Q3 		$1.71M Hold
13,580
– – 2.05% 12
2022
Q2 		$1.95M Buy
13,580
+1,415
+12% +$213K 2.14% 12
2022
Q1 		$1.86M Buy
12,165
+30
+0.2% +$4.69K 1.55% 15
2021
Q4 		$1.99M Buy
+12,135
New +$1.8M 1.54% 15

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

Blodgett Wealth Advisors's PG Position: Q2 2026 in Review

Blodgett Wealth Advisors increased its Procter & Gamble (PG) stake by 0.64% in Q2 2026, buying an estimated $5.82K and bringing the position to 6,320 shares worth $927K. The position accounts for 0.62% of the portfolio, ranked #27.

Blodgett Wealth Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.06M in Q4 2022. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Blodgett Wealth Advisors held 6,320 shares of Procter & Gamble worth $927K as of Q2 2026.
  • Blodgett Wealth Advisors bought 40 Procter & Gamble shares in Q2 2026, an estimated $5.82K.
  • Procter & Gamble made up 0.62% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Blodgett Wealth Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Blodgett Wealth Advisors's Procter & Gamble position peaked at $2.06M in Q4 2022.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.