DWS
PG icon

Discipline Wealth Solutions’s Procter & Gamble PG Stock Holding History

Discipline Wealth Solutions’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 		$233K Sell
1,590
-19
-1% -$2.77K 0.02% 185
2026
Q1 		$232K Buy
1,609
+7
+0.4% +$1.06K 0.02% 179
2025
Q4 		$230K Buy
+1,602
New +$236K 0.04% 154

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

Discipline Wealth Solutions's PG Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its Procter & Gamble (PG) stake by 1.2% in Q2 2026, selling an estimated $2.77K and leaving 1,590 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #185.

Discipline Wealth Solutions first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Discipline Wealth Solutions held 1,590 shares of Procter & Gamble worth $233K as of Q2 2026.
  • Discipline Wealth Solutions sold 19 Procter & Gamble shares in Q2 2026, an estimated $2.77K.
  • Procter & Gamble made up 0.02% of Discipline Wealth Solutions's portfolio in Q2 2026, its #185 holding.
  • Discipline Wealth Solutions first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.