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

Defined 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	$320K	Buy	2,184 +593	+37%	+$86.3K	0.16%	94
2026 Q1	$230K	Buy	1,591 +125	+9%	+$18.9K	0.13%	106
2025 Q4	$210K	Buy	+1,466	New	+$216K	0.12%	109
2021 Q1	–	Sell	-114	Closed	-$16K	–	167
2020 Q4	$16K	Buy	+114	New	+$15.9K	0.02%	168

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Defined Wealth Management's PG Position: Q2 2026 in Review

Defined Wealth Management increased its Procter & Gamble (PG) stake by 37% in Q2 2026, buying an estimated $86.3K and bringing the position to 2,184 shares worth $320K. The position accounts for 0.16% of the portfolio, ranked #94.

Defined Wealth Management first reported a position in PG in Q4 2020 and has held it in 4 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Defined Wealth Management held 2,184 shares of Procter & Gamble worth $320K as of Q2 2026.
Defined Wealth Management bought 593 Procter & Gamble shares in Q2 2026, an estimated $86.3K.
Procter & Gamble made up 0.16% of Defined Wealth Management's portfolio in Q2 2026, its #94 holding.
Defined Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 4 quarters since.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.