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Delos Wealth Advisors’s Procter & Gamble PG Stock Holding History

Delos Wealth Advisors’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 		$174K Buy
1,187
+17
+1% +$2.47K 0.09% 88
2026
Q1 		$169K Hold
1,170
– – 0.1% 88
2025
Q4 		$168K Sell
1,170
-85
-7% -$12.5K 0.11% 59
2025
Q3 		$193K Buy
1,255
+255
+26% +$39.8K 0.13% 58
2025
Q2 		$159K Buy
+1,000
New +$163K 0.12% 60
2025
Q1 		– Sell
-1,000
Closed -$168K – 152
2024
Q4 		$168K Hold
1,000
– – 0.13% 53
2024
Q3 		$173K Sell
1,000
-133
-12% -$22.6K 0.15% 59
2024
Q2 		$187K Buy
1,133
+1,000
+752% +$163K 0.18% 54
2024
Q1 		$21.6K Buy
133
+125
+1,563% +$19.6K 0.02% 87
2023
Q4 		$1.17K Hold
8
– – ﹤0.01% 176
2023
Q3 		$1.24K Hold
8
– – ﹤0.01% 204
2023
Q2 		$1.21K Hold
8
– – ﹤0.01% 204
2023
Q1 		$1.19K Hold
8
– – ﹤0.01% 214
2022
Q4 		$1.21K Hold
8
– – ﹤0.01% 225
2022
Q3 		$1K Sell
8
-233
-97% -$33.1K ﹤0.01% 263
2022
Q2 		$35K Hold
241
– – 0.04% 68
2022
Q1 		$37K Sell
241
-67
-22% -$10.5K 0.04% 79
2021
Q4 		$50K Buy
+308
New +$45.7K 0.05% 75

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

Delos Wealth Advisors's PG Position: Q2 2026 in Review

Delos Wealth Advisors increased its Procter & Gamble (PG) stake by 1.5% in Q2 2026, buying an estimated $2.47K and bringing the position to 1,187 shares worth $174K. The position accounts for 0.09% of the portfolio, ranked #88.

Delos Wealth Advisors first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $193K in Q3 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Delos Wealth Advisors held 1,187 shares of Procter & Gamble worth $174K as of Q2 2026.
  • Delos Wealth Advisors bought 17 Procter & Gamble shares in Q2 2026, an estimated $2.47K.
  • Procter & Gamble made up 0.09% of Delos Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Delos Wealth Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Delos Wealth Advisors's Procter & Gamble position peaked at $193K in Q3 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.