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Burton Enright Welch’s Procter & Gamble PG Stock Holding History

Burton Enright Welch’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 		$445K Sell
3,035
-226
-7% -$32.9K 0.05% 100
2026
Q1 		$471K Buy
3,261
+192
+6% +$29.1K 0.06% 94
2025
Q4 		$440K Sell
3,069
-10
-0.3% -$1.47K 0.06% 95
2025
Q3 		$473K Buy
3,079
+45
+1% +$7.03K 0.07% 86
2025
Q2 		$483K Buy
3,034
+267
+10% +$43.6K 0.08% 79
2025
Q1 		$472K Buy
2,767
+195
+8% +$32.7K 0.1% 72
2024
Q4 		$431K Buy
2,572
+5
+0.2% +$852 0.09% 71
2024
Q3 		$445K Hold
2,567
– – 0.1% 65
2024
Q2 		$423K Sell
2,567
-10
-0.4% -$1.64K 0.1% 67
2024
Q1 		$418K Sell
2,577
-1
-0% -$157 0.1% 62
2023
Q4 		$378K Sell
2,578
-142
-5% -$21K 0.1% 66
2023
Q3 		$397K Buy
2,720
+613
+29% +$93.6K 0.12% 59
2023
Q2 		$320K Buy
2,107
+328
+18% +$49.4K 0.1% 59
2023
Q1 		$264K Buy
1,779
+43
+2% +$6.15K 0.1% 60
2022
Q4 		$263K Buy
+1,736
New +$243K 0.11% 58
2022
Q3 		– Sell
-1,594
Closed -$229K – 64
2022
Q2 		$229K Sell
1,594
-30
-2% -$4.51K 0.14% 55
2022
Q1 		$248K Hold
1,624
– – 0.14% 57
2021
Q4 		$266K Buy
+1,624
New +$241K 0.18% 51

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

Burton Enright Welch's PG Position: Q2 2026 in Review

Burton Enright Welch reduced its Procter & Gamble (PG) stake by 6.9% in Q2 2026, selling an estimated $32.9K and leaving 3,035 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #100.

Burton Enright Welch first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $483K in Q2 2025. 4,013 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Burton Enright Welch held 3,035 shares of Procter & Gamble worth $445K as of Q2 2026.
  • Burton Enright Welch sold 226 Procter & Gamble shares in Q2 2026, an estimated $32.9K.
  • Procter & Gamble made up 0.05% of Burton Enright Welch's portfolio in Q2 2026, its #100 holding.
  • Burton Enright Welch first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Burton Enright Welch's Procter & Gamble position peaked at $483K in Q2 2025.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.