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Core Wealth Management’s Procter & Gamble PG Stock Holding History

Core Wealth Management’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 		$326K Buy
2,221
+44
+2% +$6.4K 0.09% 27
2026
Q1 		$314K Buy
2,177
+90
+4% +$13.6K 0.1% 24
2025
Q4 		$299K Sell
2,087
-23
-1% -$3.39K 0.09% 27
2025
Q3 		$324K Buy
2,110
+751
+55% +$117K 0.1% 25
2025
Q2 		$217K Buy
1,359
+28
+2% +$4.57K 0.08% 29
2025
Q1 		$227K Sell
1,331
-9
-0.7% -$1.51K 0.09% 27
2024
Q4 		$225K Sell
1,340
-13
-1% -$2.21K 0.09% 26
2024
Q3 		$223K Hold
1,353
– – 0.09% 23
2024
Q2 		$223K Sell
1,353
-51
-4% -$8.34K 0.09% 23
2024
Q1 		$228K Buy
+1,404
New +$220K 0.1% 19
2023
Q3 		– Sell
-2,007
Closed -$305K – 25
2023
Q2 		$305K Hold
2,007
– – 0.15% 17
2023
Q1 		$298K Hold
2,007
– – 0.16% 14
2022
Q4 		$304K Buy
+2,007
New +$281K 0.17% 14

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 Management's PG Position: Q2 2026 in Review

Core Wealth Management increased its Procter & Gamble (PG) stake by 2% in Q2 2026, buying an estimated $6.4K and bringing the position to 2,221 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #27.

Core Wealth Management first reported a position in PG in Q4 2022 and has held it in 13 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Core Wealth Management held 2,221 shares of Procter & Gamble worth $326K as of Q2 2026.
  • Core Wealth Management bought 44 Procter & Gamble shares in Q2 2026, an estimated $6.4K.
  • Procter & Gamble made up 0.09% of Core Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Core Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 13 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.