Brandywine Oak Private Wealth’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.7M Sell
18,387
-471
-2% -$68.6K 0.2% 60
2026
Q1
$2.72M Buy
18,858
+415
+2% +$62.9K 0.23% 56
2025
Q4
$2.64M Sell
18,443
-66
-0.4% -$9.73K 0.22% 56
2025
Q3
$2.84M Buy
18,509
+14
+0.1% +$2.19K 0.25% 52
2025
Q2
$2.95M Sell
18,495
-458
-2% -$74.8K 0.27% 49
2025
Q1
$3.23M Sell
18,953
-12
-0.1% -$2.01K 0.32% 42
2024
Q4
$3.18M Sell
18,965
-19
-0.1% -$3.24K 0.31% 44
2024
Q3
$3.29M Buy
18,984
+63
+0.3% +$10.7K 0.32% 43
2024
Q2
$3.12M Sell
18,921
-439
-2% -$71.8K 0.32% 42
2024
Q1
$3.14M Sell
19,360
-201
-1% -$31.5K 0.33% 42
2023
Q4
$2.87M Sell
19,561
-145
-0.7% -$21.5K 0.32% 43
2023
Q3
$2.87M Sell
19,706
-1,165
-6% -$178K 0.34% 44
2023
Q2
$3.17M Sell
20,871
-1,459
-7% -$220K 0.35% 42
2023
Q1
$3.32M Buy
22,330
+518
+2% +$74K 0.39% 35
2022
Q4
$3.31M Sell
21,812
-3,124
-13% -$438K 0.41% 32
2022
Q3
$3.15M Sell
24,936
-300
-1% -$42.6K 0.43% 33
2022
Q2
$3.63M Sell
25,236
-942
-4% -$142K 0.46% 28
2022
Q1
$4M Buy
26,178
+448
+2% +$70.1K 0.46% 42
2021
Q4
$4.23M Buy
25,730
+1,319
+5% +$196K 0.46% 41
2021
Q3
$3.41M Buy
24,411
+918
+4% +$130K 0.4% 43
2021
Q2
$3.17M Buy
23,493
+7,774
+49% +$1.05M 0.37% 45
2021
Q1
$2.13M Sell
15,719
-465
-3% -$60.7K 0.31% 53
2020
Q4
$2.25M Buy
16,184
+1,695
+12% +$237K 0.34% 49
2020
Q3
$2.01M Sell
14,489
-799
-5% -$106K 0.34% 50
2020
Q2
$1.83M Sell
15,288
-1,025
-6% -$120K 0.32% 52
2020
Q1
$1.79M Buy
16,313
+4,156
+34% +$499K 0.37% 45
2019
Q4
$1.52M Sell
12,157
-1,617
-12% -$198K 0.28% 56
2019
Q3
$1.71M Buy
13,774
+4,919
+56% +$581K 0.32% 51
2019
Q2
$970K Sell
8,855
-56
-0.6% -$5.97K 0.19% 67
2019
Q1
$927K Sell
8,911
-1,326
-13% -$129K 0.19% 67
2018
Q4
$941K Buy
+10,237
New +$915K 0.21% 68

Other funds holding PG

Brandywine Oak Private Wealth's PG Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Procter & Gamble (PG) stake by 2.5% in Q2 2026, selling an estimated $68.6K and leaving 18,387 shares worth $2.7M. The position accounts for 0.2% of the portfolio, ranked #60.

Brandywine Oak Private Wealth first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.23M in Q4 2021. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Brandywine Oak Private Wealth held 18,387 shares of Procter & Gamble worth $2.7M as of Q2 2026.
  • Brandywine Oak Private Wealth sold 471 Procter & Gamble shares in Q2 2026, an estimated $68.6K.
  • Procter & Gamble made up 0.2% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #60 holding.
  • Brandywine Oak Private Wealth first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's Procter & Gamble position peaked at $4.23M in Q4 2021.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.