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

Destiny 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 		$246K Sell
1,704
-910
-35% -$132K 0.03% 143
2026
Q1 		$377K Buy
2,614
+1,169
+81% +$177K 0.04% 163
2025
Q4 		$216K Sell
1,445
-137
-9% -$20.2K 0.02% 199
2025
Q3 		$243K Buy
1,582
+263
+20% +$41.1K 0.03% 182
2025
Q2 		$210K Sell
1,319
-17
-1% -$2.77K 0.03% 181
2025
Q1 		$228K Buy
1,336
+7
+0.5% +$1.17K 0.04% 150
2024
Q4 		$223K Buy
1,329
+12
+0.9% +$2.04K 0.04% 156
2024
Q3 		$228K Sell
1,317
-1
-0.1% -$170 0.04% 150
2024
Q2 		$217K Buy
+1,318
New +$215K 0.04% 150
2024
Q1 		– Sell
-1,633
Closed -$243K – 164
2023
Q4 		$243K Sell
1,633
-335
-17% -$49.6K 0.05% 142
2023
Q3 		$287K Sell
1,968
-441
-18% -$67.4K 0.06% 136
2023
Q2 		$368K Sell
2,409
-840
-26% -$127K 0.07% 117
2023
Q1 		$483K Sell
3,249
-55
-2% -$7.86K 0.1% 97
2022
Q4 		$501K Sell
3,304
-136
-4% -$19.1K 0.11% 99
2022
Q3 		$434K Buy
3,440
+2,101
+157% +$298K 0.1% 102
2022
Q2 		$193K Sell
1,339
-629
-32% -$94.5K 0.04% 192
2022
Q1 		$301K Buy
1,968
+238
+14% +$37.2K 0.06% 133
2021
Q4 		$283K Buy
1,730
+39
+2% +$5.79K 0.05% 148
2021
Q3 		$236K Sell
1,691
-1,729
-51% -$245K 0.05% 154
2021
Q2 		$461K Buy
3,420
+1,710
+100% +$231K 0.09% 125
2021
Q1 		$232K Sell
1,710
-1,712
-50% -$223K 0.05% 152
2020
Q4 		$476K Buy
+3,422
New +$478K 0.1% 105

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

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

Destiny Wealth Partners reduced its Procter & Gamble (PG) stake by 35% in Q2 2026, selling an estimated $132K and leaving 1,704 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #143.

Destiny Wealth Partners first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $501K in Q4 2022. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Destiny Wealth Partners held 1,704 shares of Procter & Gamble worth $246K as of Q2 2026.
  • Destiny Wealth Partners sold 910 Procter & Gamble shares in Q2 2026, an estimated $132K.
  • Procter & Gamble made up 0.03% of Destiny Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Destiny Wealth Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Destiny Wealth Partners's Procter & Gamble position peaked at $501K in Q4 2022.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.