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Daymark Wealth Partners’s Procter & Gamble PG Stock Holding History

Daymark Wealth Partners’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 		$77.6M Buy
529,215
+54,821
+12% +$7.98M 1.89% 8
2026
Q1 		$68.5M Sell
474,394
-6,793
-1% -$1.03M 2.16% 9
2025
Q4 		$69M Sell
481,187
-8,074
-2% -$1.19M 2.2% 9
2025
Q3 		$75.2M Buy
489,261
+9,995
+2% +$1.56M 2.55% 7
2025
Q2 		$76.4M Sell
479,266
-6,827
-1% -$1.11M 2.9% 6
2025
Q1 		$82.8M Sell
486,093
-112,893
-19% -$18.9M 3.56% 4
2024
Q4 		$80.6M Sell
598,986
-1,332
-0.2% -$227K 3.41% 4
2024
Q3 		$83.5M Buy
600,318
+2,448
+0.4% +$416K 3.53% 4
2024
Q2 		$79.1M Buy
597,870
+7,127
+1% +$1.17M 3.63% 4
2024
Q1 		$76.7M Sell
590,743
-7,064
-1% -$1.11M 4.13% 4
2023
Q4 		$70.3M Sell
597,807
-2,251
-0.4% -$333K 4.32% 3
2023
Q3 		$70.3M Buy
600,058
+137,086
+30% +$20.9M 4.84% 3
2023
Q2 		$70.3M Buy
462,972
+105,610
+30% +$15.9M 5.22% 3
2023
Q1 		$53.1M Buy
357,362
+27,666
+8% +$3.95M 7.05% 1
2022
Q4 		$50M Buy
+329,696
New +$46.2M 8.84% 1

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

Daymark Wealth Partners's PG Position: Q2 2026 in Review

Daymark Wealth Partners increased its Procter & Gamble (PG) stake by 12% in Q2 2026, buying an estimated $7.98M and bringing the position to 529,215 shares worth $77.6M. The position accounts for 1.89% of the portfolio, ranked #8.

Daymark Wealth Partners first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $83.5M in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Daymark Wealth Partners held 529,215 shares of Procter & Gamble worth $77.6M as of Q2 2026.
  • Daymark Wealth Partners bought 54,821 Procter & Gamble shares in Q2 2026, an estimated $7.98M.
  • Procter & Gamble made up 1.89% of Daymark Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Daymark Wealth Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Procter & Gamble position peaked at $83.5M in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.