Caliber Wealth Management (Kansas)’s Procter & Gamble PG Stock Holding History

Caliber Wealth Management (Kansas)’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	$289K	Sell	1,970 -168	-8%	-$24.5K	0.03%	246
2026 Q1	$309K	Buy	+2,138	New	+$324K	0.03%	214
2025 Q4	–	Sell	-1,337	Closed	-$205K	–	265
2025 Q3	$205K	Sell	1,337 -16,461	-92%	-$2.57M	0.02%	244
2025 Q2	$2.84M	Buy	17,798 +4,730	+36%	+$772K	0.3%	76
2025 Q1	$2.23M	Buy	+13,068	New	+$2.19M	0.3%	86

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

Caliber Wealth Management (Kansas)'s PG Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Procter & Gamble (PG) stake by 7.9% in Q2 2026, selling an estimated $24.5K and leaving 1,970 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #246.

Caliber Wealth Management (Kansas) first reported a position in PG in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.84M in Q2 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Caliber Wealth Management (Kansas) held 1,970 shares of Procter & Gamble worth $289K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 168 Procter & Gamble shares in Q2 2026, an estimated $24.5K.
Procter & Gamble made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #246 holding.
Caliber Wealth Management (Kansas) first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
Caliber Wealth Management (Kansas)'s Procter & Gamble position peaked at $2.84M in Q2 2025.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.