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Curio Wealth’s Procter & Gamble PG Stock Holding History

Curio Wealth’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 		– Sell
-617
Closed -$89.1K – 845
2026
Q1 		$89.1K Buy
617
+17
+3% +$2.58K 0.03% 106
2025
Q4 		$86.7K Buy
600
+50
+9% +$7.37K 0.03% 113
2025
Q3 		$84.5K Sell
550
-50
-8% -$7.81K 0.03% 102
2025
Q2 		$95.6K Buy
600
+597
+19,900% +$97.4K 0.04% 101
2025
Q1 		$101K Sell
3
-547
-99% -$91.6K 0.05% 98
2024
Q4 		$92.2K Buy
+550
New +$93.7K 0.05% 96

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 $3.38T AUM 44.17% 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

Curio Wealth's PG Position: Q2 2026 in Review

Curio Wealth sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 617 shares — an estimated $89.1K sold.

Curio Wealth first reported a position in PG in Q4 2024 and held it in 6 quarters. The position peaked at $101K in Q1 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Curio Wealth reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 617 Procter & Gamble shares in Q2 2026, an estimated $89.1K.
  • Curio Wealth first reported a position in Procter & Gamble in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Procter & Gamble position peaked at $101K in Q1 2025.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.