Burling Wealth Partners’s Procter & Gamble PG Stock Holding History

Burling Wealth Partners’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	$3.55M	Sell	24,236 -1,381	-5%	-$201K	0.52%	48
2026 Q1	$3.7M	Sell	25,617 -3,238	-11%	-$491K	0.6%	46
2025 Q4	$4.14M	Sell	28,855 -19	-0.1%	-$2.8K	0.64%	41
2025 Q3	$4.44M	Sell	28,874 -4,526	-14%	-$707K	0.73%	38
2025 Q2	$5.32M	Sell	33,400 -1,169	-3%	-$191K	0.98%	29
2025 Q1	$5.89M	Sell	34,569 -1,433	-4%	-$240K	1.24%	21
2024 Q4	$6.04M	Buy	+36,002	New	+$6.13M	1.23%	21

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Burling Wealth Partners's PG Position: Q2 2026 in Review

Burling Wealth Partners reduced its Procter & Gamble (PG) stake by 5.4% in Q2 2026, selling an estimated $201K and leaving 24,236 shares worth $3.55M. The position accounts for 0.52% of the portfolio, ranked #48.

Burling Wealth Partners first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.04M in Q4 2024. 4,021 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Burling Wealth Partners held 24,236 shares of Procter & Gamble worth $3.55M as of Q2 2026.
Burling Wealth Partners sold 1,381 Procter & Gamble shares in Q2 2026, an estimated $201K.
Procter & Gamble made up 0.52% of Burling Wealth Partners's portfolio in Q2 2026, its #48 holding.
Burling Wealth Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Burling Wealth Partners's Procter & Gamble position peaked at $6.04M in Q4 2024.
4,021 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.