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

Clark 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 		$47K Buy
321
+42
+15% +$6.11K 0.03% 120
2026
Q1 		$40.3K Sell
279
-11
-4% -$1.67K 0.03% 117
2025
Q4 		$41.5K Hold
290
– – 0.03% 116
2025
Q3 		$41.5K Buy
290
+5
+2% +$781 0.03% 116
2025
Q2 		$45.5K Sell
285
-38
-12% -$6.2K 0.03% 90
2025
Q1 		$55.1K Buy
323
+80
+33% +$13.4K 0.04% 85
2024
Q4 		$40.7K Buy
+243
New +$41.4K 0.03% 87

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Clark Wealth Partners increased its Procter & Gamble (PG) stake by 15% in Q2 2026, buying an estimated $6.11K and bringing the position to 321 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #120.

Clark Wealth Partners first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.1K in Q1 2025. 3,865 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Clark Wealth Partners held 321 shares of Procter & Gamble worth $47K as of Q2 2026.
  • Clark Wealth Partners bought 42 Procter & Gamble shares in Q2 2026, an estimated $6.11K.
  • Procter & Gamble made up 0.03% of Clark Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • Clark Wealth Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Procter & Gamble position peaked at $55.1K in Q1 2025.
  • 3,865 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.