Consilium Wealth Advisory’s Procter & Gamble PG Stock Holding History

Consilium Wealth Advisory’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	$552K	Buy	3,766 +12	+0.3%	+$1.75K	0.16%	73
2026 Q1	$542K	Buy	3,754 +558	+17%	+$84.6K	0.19%	69
2025 Q4	$458K	Hold	3,196	–	–	0.17%	69
2025 Q3	$491K	Buy	3,196 +100	+3%	+$15.6K	0.19%	70
2025 Q2	$493K	Hold	3,096	–	–	0.21%	66
2025 Q1	$528K	Buy	3,096 +96	+3%	+$16.1K	0.26%	56
2024 Q4	$503K	Hold	3,000	–	–	0.24%	59
2024 Q3	$520K	Hold	3,000	–	–	0.28%	56
2024 Q2	$495K	Hold	3,000	–	–	0.27%	57
2024 Q1	$487K	Hold	3,000	–	–	0.27%	58
2023 Q4	$440K	Hold	3,000	–	–	0.26%	60
2023 Q3	$438K	Hold	3,000	–	–	0.31%	57
2023 Q2	$455K	Hold	3,000	–	–	0.32%	57
2023 Q1	$446K	Hold	3,000	–	–	0.38%	53
2022 Q4	$455K	Hold	3,000	–	–	0.39%	52
2022 Q3	$379K	Sell	3,000 -52	-2%	-$7.39K	0.42%	52
2022 Q2	$439K	Hold	3,052	–	–	0.47%	55
2022 Q1	$466K	Buy	3,052 +10	+0.3%	+$1.56K	0.33%	60
2021 Q4	$498K	Buy	+3,042	New	+$452K	0.32%	62

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

Consilium Wealth Advisory's PG Position: Q2 2026 in Review

Consilium Wealth Advisory increased its Procter & Gamble (PG) stake by 0.32% in Q2 2026, buying an estimated $1.75K and bringing the position to 3,766 shares worth $552K. The position accounts for 0.16% of the portfolio, ranked #73.

Consilium Wealth Advisory first reported a position in PG in Q4 2021 and has held it in 19 quarters since. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Consilium Wealth Advisory held 3,766 shares of Procter & Gamble worth $552K as of Q2 2026.
Consilium Wealth Advisory bought 12 Procter & Gamble shares in Q2 2026, an estimated $1.75K.
Procter & Gamble made up 0.16% of Consilium Wealth Advisory's portfolio in Q2 2026, its #73 holding.
Consilium Wealth Advisory first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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