CWI
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Conscious Wealth Investments’s Procter & Gamble PG Stock Holding History

Conscious Wealth Investments’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 		$282K Buy
+1,901
New +$277K 0.14% 59
2026
Q1 		– Sell
-1,391
Closed -$221K – 65
2025
Q4 		$221K Buy
1,391
+43
+3% +$6.34K 0.13% 58
2025
Q3 		$203K Buy
1,348
+7
+0.5% +$1.09K 0.12% 57
2025
Q2 		$210K Hold
1,341
– – 0.13% 53
2025
Q1 		$211K Buy
+1,341
New +$225K 0.15% 52

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

Conscious Wealth Investments's PG Position: Q2 2026 in Review

Conscious Wealth Investments opened a new position in Procter & Gamble (PG) in Q2 2026: 1,901 shares worth $282K. The stake represents 0.14% of the portfolio and ranks #59 among its holdings. This is a return to the name: Conscious Wealth Investments previously reported a position in PG as recently as Q4 2025.

Conscious Wealth Investments first reported a position in PG in Q1 2025 and has held it in 5 quarters since. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Conscious Wealth Investments held 1,901 shares of Procter & Gamble worth $282K as of Q2 2026.
  • Procter & Gamble was a new Conscious Wealth Investments position in Q2 2026.
  • Procter & Gamble made up 0.14% of Conscious Wealth Investments's portfolio in Q2 2026, its #59 holding.
  • Conscious Wealth Investments first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.