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

Diversify 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	$4.05M	Sell	27,270 -2,572	-9%	-$374K	0.07%	247
2026 Q1	$4.37M	Buy	29,842 +19,924	+201%	+$3.02M	0.08%	225
2025 Q4	$1.43M	Sell	9,918 -3,561	-26%	-$525K	0.07%	258
2025 Q3	$2M	Sell	13,479 -12,821	-49%	-$2M	0.12%	180
2025 Q2	$4.08M	Buy	26,300 +2,581	+11%	+$421K	0.25%	119
2025 Q1	$3.85M	Buy	23,719 +2,210	+10%	+$370K	0.29%	103
2024 Q4	$3.41M	Buy	21,509 +7,045	+49%	+$1.2M	0.27%	104
2024 Q3	$2.45M	Buy	14,464 +1,359	+10%	+$231K	0.24%	109
2024 Q2	$2.2M	Buy	+13,105	New	+$2.14M	0.27%	90

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management reduced its Procter & Gamble (PG) stake by 8.6% in Q2 2026, selling an estimated $374K and leaving 27,270 shares worth $4.05M. The position accounts for 0.07% of the portfolio, ranked #247.

Diversify Wealth Management first reported a position in PG in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.37M in Q1 2026. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Diversify Wealth Management held 27,270 shares of Procter & Gamble worth $4.05M as of Q2 2026.
Diversify Wealth Management sold 2,572 Procter & Gamble shares in Q2 2026, an estimated $374K.
Procter & Gamble made up 0.07% of Diversify Wealth Management's portfolio in Q2 2026, its #247 holding.
Diversify Wealth Management first reported a position in Procter & Gamble in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Procter & Gamble position peaked at $4.37M in Q1 2026.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.