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

Destination 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
2024
Q1 		– Sell
-100
Closed -$1.99K – 236
2023
Q4 		$1.99K Hold
100
– – ﹤0.01% 212
2023
Q3 		$2.2K Hold
100
– – ﹤0.01% 205
2023
Q2 		$2.68K Hold
100
– – ﹤0.01% 206
2023
Q1 		$2.56K Buy
+100
New +$14.3K ﹤0.01% 213

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

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

Destination Wealth Management increased its Procter & Gamble (PG) stake by 4.9% in Q2 2026, buying an estimated $413K and bringing the position to 60,898 shares worth $8.93M. The position accounts for 0.21% of the portfolio, ranked #81.

Destination Wealth Management first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.54M in Q3 2024. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Destination Wealth Management held 60,898 shares of Procter & Gamble worth $8.93M as of Q2 2026.
  • Destination Wealth Management bought 2,836 Procter & Gamble shares in Q2 2026, an estimated $413K.
  • Procter & Gamble made up 0.21% of Destination Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Destination Wealth Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • Destination Wealth Management's Procter & Gamble position peaked at $9.54M in Q3 2024.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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