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Consilio Wealth Advisors’s Procter & Gamble PG Stock Holding History

Consilio Wealth Advisors’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 		$286K Sell
1,949
-189
-9% -$27.5K 0.07% 83
2026
Q1 		$309K Buy
2,138
+194
+10% +$29.4K 0.09% 70
2025
Q4 		$279K Buy
1,944
+85
+5% +$12.5K 0.08% 78
2025
Q3 		$286K Sell
1,859
-281
-13% -$43.9K 0.09% 65
2025
Q2 		$342K Sell
2,140
-84
-4% -$13.7K 0.12% 49
2025
Q1 		$379K Buy
2,224
+4
+0.2% +$670 0.16% 44
2024
Q4 		$372K Sell
2,220
-75
-3% -$12.8K 0.15% 44
2024
Q3 		$398K Buy
2,295
+512
+29% +$86.9K 0.16% 42
2024
Q2 		$294K Buy
1,783
+37
+2% +$6.05K 0.13% 46
2024
Q1 		$283K Buy
1,746
+379
+28% +$59.4K 0.13% 49
2023
Q4 		$200K Buy
+1,367
New +$202K 0.1% 53
2023
Q3 		– Sell
-1,347
Closed -$204K – 50
2023
Q2 		$204K Buy
+1,347
New +$203K 0.11% 48

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

Consilio Wealth Advisors's PG Position: Q2 2026 in Review

Consilio Wealth Advisors reduced its Procter & Gamble (PG) stake by 8.8% in Q2 2026, selling an estimated $27.5K and leaving 1,949 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #83.

Consilio Wealth Advisors first reported a position in PG in Q2 2023 and has held it in 12 quarters since. The position peaked at $398K in Q3 2024. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Consilio Wealth Advisors held 1,949 shares of Procter & Gamble worth $286K as of Q2 2026.
  • Consilio Wealth Advisors sold 189 Procter & Gamble shares in Q2 2026, an estimated $27.5K.
  • Procter & Gamble made up 0.07% of Consilio Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Consilio Wealth Advisors first reported a position in Procter & Gamble in Q2 2023 and has held it in 12 quarters since.
  • Consilio Wealth Advisors's Procter & Gamble position peaked at $398K in Q3 2024.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.