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Core Wealth Advisors (Florida)’s Procter & Gamble PG Stock Holding History

Core Wealth Advisors (Florida)’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 		$349K Buy
2,380
+63
+3% +$9.17K 0.07% 99
2026
Q1 		$335K Buy
2,317
+181
+8% +$27.4K 0.08% 86
2025
Q4 		$306K Sell
2,136
-796
-27% -$117K 0.08% 74
2025
Q3 		$451K Buy
2,932
+387
+15% +$60.4K 0.12% 63
2025
Q2 		$405K Buy
2,545
+877
+53% +$143K 0.12% 55
2025
Q1 		$284K Buy
+1,668
New +$279K 0.09% 55
2024
Q2 		– Sell
-1,600
Closed -$260K – 190
2024
Q1 		$260K Sell
1,600
-105
-6% -$16.5K 0.09% 52
2023
Q4 		$250K Buy
1,705
+816
+92% +$121K 0.09% 45
2023
Q3 		$130K Hold
889
– – 0.05% 57
2023
Q2 		$135K Buy
889
+49
+6% +$7.38K 0.05% 55
2023
Q1 		$125K Sell
840
-12
-1% -$1.72K 0.05% 57
2022
Q4 		$129K Buy
852
+47
+6% +$6.59K 0.06% 53
2022
Q3 		$102K Hold
805
– – 0.06% 49
2022
Q2 		$116K Hold
805
– – 0.07% 44
2022
Q1 		$123K Sell
805
-92
-10% -$14.4K 0.07% 49
2021
Q4 		$147K Sell
897
-94
-9% -$14K 0.09% 48
2021
Q3 		$139K Sell
991
-20
-2% -$2.83K 0.09% 53
2021
Q2 		$136K Sell
1,011
-3,715
-79% -$503K 0.09% 48
2021
Q1 		$640K Buy
4,726
+498
+12% +$65K 0.56% 17
2020
Q4 		$588K Buy
4,228
+13
+0.3% +$1.82K 0.53% 19
2020
Q3 		$586K Sell
4,215
-169
-4% -$22.4K 0.55% 19
2020
Q2 		$524K Buy
4,384
+2,223
+103% +$259K 0.46% 26
2020
Q1 		$238K Buy
2,161
+1,316
+156% +$158K 0.18% 32
2019
Q4 		$106K Buy
+845
New +$103K 0.06% 41

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

Core Wealth Advisors (Florida)'s PG Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Procter & Gamble (PG) stake by 2.7% in Q2 2026, buying an estimated $9.17K and bringing the position to 2,380 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #99.

Core Wealth Advisors (Florida) first reported a position in PG in Q4 2019 and has held it in 24 quarters since. The position peaked at $640K in Q1 2021. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Core Wealth Advisors (Florida) held 2,380 shares of Procter & Gamble worth $349K as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 63 Procter & Gamble shares in Q2 2026, an estimated $9.17K.
  • Procter & Gamble made up 0.07% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #99 holding.
  • Core Wealth Advisors (Florida) first reported a position in Procter & Gamble in Q4 2019 and has held it in 24 quarters since.
  • Core Wealth Advisors (Florida)'s Procter & Gamble position peaked at $640K in Q1 2021.
  • 3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.