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Dodds Wealth’s Procter & Gamble PG Stock Holding History

Dodds Wealth’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 		$226K Buy
+1,543
New +$225K 0.05% 54
2026
Q1 		– Sell
-1,431
Closed -$205K – 54
2025
Q4 		$205K Hold
1,431
– – 0.05% 55
2025
Q3 		$220K Sell
1,431
-150
-9% -$23.4K 0.05% 56
2025
Q2 		$252K Buy
1,581
+150
+10% +$24.5K 0.07% 49
2025
Q1 		$244K Hold
1,431
– – 0.08% 54
2024
Q4 		$236K Hold
1,431
– – 0.08% 55
2024
Q3 		$242K Buy
1,431
+120
+9% +$20.4K 0.08% 56
2024
Q2 		$217K Hold
1,311
– – 0.08% 55
2024
Q1 		$213K Buy
+1,311
New +$206K 0.09% 54

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

Dodds Wealth's PG Position: Q2 2026 in Review

Dodds Wealth opened a new position in Procter & Gamble (PG) in Q2 2026: 1,543 shares worth $226K. The stake represents 0.05% of the portfolio and ranks #54 among its holdings. This is a return to the name: Dodds Wealth previously reported a position in PG as recently as Q4 2025.

Dodds Wealth first reported a position in PG in Q1 2024 and has held it in 9 quarters since. The position peaked at $252K in Q2 2025. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Dodds Wealth held 1,543 shares of Procter & Gamble worth $226K as of Q2 2026.
  • Procter & Gamble was a new Dodds Wealth position in Q2 2026.
  • Procter & Gamble made up 0.05% of Dodds Wealth's portfolio in Q2 2026, its #54 holding.
  • Dodds Wealth first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
  • Dodds Wealth's Procter & Gamble position peaked at $252K in Q2 2025.
  • 3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.