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Darden Wealth Group’s Procter & Gamble PG Stock Holding History

Darden Wealth Group’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
-3,353
Closed -$484K – 162
2026
Q1 		$484K Hold
3,353
– – 0.25% 89
2025
Q4 		$481K Sell
3,353
-40
-1% -$5.9K 0.23% 82
2025
Q3 		$521K Sell
3,393
-80
-2% -$12.5K 0.27% 76
2025
Q2 		$553K Sell
3,473
-183
-5% -$29.9K 0.33% 66
2025
Q1 		$623K Sell
3,656
-44
-1% -$7.37K 0.48% 49
2024
Q4 		$620K Sell
3,700
-50
-1% -$8.52K 0.42% 52
2024
Q3 		$650K Sell
3,750
-1
-0% -$170 0.47% 50
2024
Q2 		$619K Sell
3,751
-129
-3% -$21.1K 0.37% 50
2024
Q1 		$630K Sell
3,880
-702
-15% -$110K 0.49% 57
2023
Q4 		$671K Buy
+4,582
New +$679K 0.65% 45

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

Darden Wealth Group's PG Position: Q2 2026 in Review

Darden Wealth Group sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 3,353 shares — an estimated $484K sold.

Darden Wealth Group first reported a position in PG in Q4 2023 and held it in 10 quarters. The position peaked at $671K in Q4 2023. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Darden Wealth Group reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Darden Wealth Group sold 3,353 Procter & Gamble shares in Q2 2026, an estimated $484K.
  • Darden Wealth Group first reported a position in Procter & Gamble in Q4 2023 and held it in 10 quarters.
  • Darden Wealth Group's Procter & Gamble position peaked at $671K in Q4 2023.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.