BBA
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Braun-Bostich & Associates’s Procter & Gamble PG Stock Holding History

Braun-Bostich & Associates’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 		$460K Sell
3,136
-252
-7% -$36.7K 0.26% 69
2026
Q1 		$489K Buy
3,388
+100
+3% +$15.2K 0.31% 58
2025
Q4 		$471K Sell
3,288
-284
-8% -$41.9K 0.29% 62
2025
Q3 		$549K Sell
3,572
-8
-0.2% -$1.25K 0.35% 56
2025
Q2 		$570K Buy
3,580
+166
+5% +$27.1K 0.39% 54
2025
Q1 		$582K Buy
3,414
+35
+1% +$5.86K 0.43% 54
2024
Q4 		$566K Buy
3,379
+102
+3% +$17.4K 0.41% 51
2024
Q3 		$568K Sell
3,277
-44
-1% -$7.47K 0.4% 49
2024
Q2 		$548K Buy
3,321
+585
+21% +$95.6K 0.41% 51
2024
Q1 		$444K Sell
2,736
-170
-6% -$26.7K 0.37% 69
2023
Q4 		$426K Buy
+2,906
New +$430K 0.38% 65
2023
Q3 		– Sell
-2,760
Closed -$419K – 92
2023
Q2 		$419K Buy
2,760
+471
+21% +$71K 0.9% 44
2023
Q1 		$340K Buy
+2,289
New +$327K 0.81% 46
2020
Q4 		– Sell
-3,115
Closed -$433K – 168
2020
Q3 		$433K Sell
3,115
-2,665
-46% -$354K 0.43% 33
2020
Q2 		$691K Hold
5,780
– – 0.67% 20
2020
Q1 		$632K Sell
5,780
-411
-7% -$49.3K 0.81% 21
2019
Q4 		$764K Buy
6,191
+546
+10% +$66.8K 0.75% 24
2019
Q3 		$702K Sell
5,645
-136
-2% -$16.1K 0.82% 24
2019
Q2 		$634K Buy
5,781
+6
+0.1% +$640 0.66% 28
2019
Q1 		$601K Sell
5,775
-2,238
-28% -$218K 0.63% 34
2018
Q4 		$737K Buy
8,013
+203
+3% +$18.1K 0.78% 32
2018
Q3 		$650K Buy
7,810
+358
+5% +$29.3K 0.63% 55
2018
Q2 		$582K Buy
7,452
+1,338
+22% +$101K 0.58% 59
2018
Q1 		$485K Buy
6,114
+1,099
+22% +$91.6K 0.42% 74
2017
Q4 		$461K Buy
+5,015
New +$451K 0.39% 73

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

Braun-Bostich & Associates's PG Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its Procter & Gamble (PG) stake by 7.4% in Q2 2026, selling an estimated $36.7K and leaving 3,136 shares worth $460K. The position accounts for 0.26% of the portfolio, ranked #69.

Braun-Bostich & Associates first reported a position in PG in Q4 2017 and has held it in 25 quarters since. The position peaked at $764K in Q4 2019. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Braun-Bostich & Associates held 3,136 shares of Procter & Gamble worth $460K as of Q2 2026.
  • Braun-Bostich & Associates sold 252 Procter & Gamble shares in Q2 2026, an estimated $36.7K.
  • Procter & Gamble made up 0.26% of Braun-Bostich & Associates's portfolio in Q2 2026, its #69 holding.
  • Braun-Bostich & Associates first reported a position in Procter & Gamble in Q4 2017 and has held it in 25 quarters since.
  • Braun-Bostich & Associates's Procter & Gamble position peaked at $764K in Q4 2019.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.