BWS
PG icon

Buck Wealth Strategies’s Procter & Gamble PG Stock Holding History

Buck Wealth Strategies’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 		$13.8M Buy
94,392
+11,943
+14% +$1.74M 1.45% 20
2026
Q1 		$11.9M Buy
82,449
+3,795
+5% +$575K 1.47% 29
2025
Q4 		$11.3M Buy
78,654
+12,961
+20% +$1.91M 1.43% 31
2025
Q3 		$10.1M Buy
65,693
+1,900
+3% +$297K 1.38% 32
2025
Q2 		$10.2M Buy
63,793
+7,058
+12% +$1.15M 1.55% 27
2025
Q1 		$9.67M Buy
56,735
+5,803
+11% +$972K 1.76% 23
2024
Q4 		$8.54M Buy
50,932
+13,756
+37% +$2.34M 1.77% 30
2024
Q3 		$6.44M Sell
37,176
-4,608
-11% -$782K 2.03% 27
2024
Q2 		$6.89M Buy
+41,784
New +$6.83M 2.03% 27
2024
Q1 		– Sell
-46,881
Closed -$6.87M – 96
2023
Q4 		$6.87M Buy
46,881
+7,864
+20% +$1.16M 2.55% 22
2023
Q3 		$5.69M Sell
39,017
-205
-0.5% -$31.3K 2.29% 18
2023
Q2 		$5.95M Buy
39,222
+2,066
+6% +$311K 2.58% 9
2023
Q1 		$5.52M Buy
+37,156
New +$5.31M 2.69% 6
2022
Q3 		$5.25M Buy
+35,989
New +$5.11M 2.46% 17

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

Buck Wealth Strategies's PG Position: Q2 2026 in Review

Buck Wealth Strategies increased its Procter & Gamble (PG) stake by 14% in Q2 2026, buying an estimated $1.74M and bringing the position to 94,392 shares worth $13.8M. The position accounts for 1.45% of the portfolio, ranked #20.

Buck Wealth Strategies first reported a position in PG in Q3 2022 and has held it in 14 quarters since. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Buck Wealth Strategies held 94,392 shares of Procter & Gamble worth $13.8M as of Q2 2026.
  • Buck Wealth Strategies bought 11,943 Procter & Gamble shares in Q2 2026, an estimated $1.74M.
  • Procter & Gamble made up 1.45% of Buck Wealth Strategies's portfolio in Q2 2026, its #20 holding.
  • Buck Wealth Strategies first reported a position in Procter & Gamble in Q3 2022 and has held it in 14 quarters since.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.