DWM
PG icon

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

Dopkins 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 		$585K Buy
3,986
+753
+23% +$110K 0.21% 54
2026
Q1 		$467K Buy
3,233
+352
+12% +$53.4K 0.19% 55
2025
Q4 		$413K Hold
2,881
– – 0.17% 55
2025
Q3 		$443K Hold
2,881
– – 0.19% 54
2025
Q2 		$459K Hold
2,881
– – 0.21% 55
2025
Q1 		$491K Hold
2,881
– – 0.25% 52
2024
Q4 		$483K Buy
2,881
+400
+16% +$68.1K 0.25% 56
2024
Q3 		$430K Sell
2,481
-2,102
-46% -$357K 0.35% 30
2024
Q2 		$756K Buy
4,583
+102
+2% +$16.7K 0.46% 30
2024
Q1 		$727K Buy
+4,481
New +$703K 0.44% 30
2023
Q4 		– Sell
-4,408
Closed -$643K – 53
2023
Q3 		$643K Buy
+4,408
New +$673K 0.49% 26

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

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

Dopkins Wealth Management increased its Procter & Gamble (PG) stake by 23% in Q2 2026, buying an estimated $110K and bringing the position to 3,986 shares worth $585K. The position accounts for 0.21% of the portfolio, ranked #54.

Dopkins Wealth Management first reported a position in PG in Q3 2023 and has held it in 11 quarters since. The position peaked at $756K in Q2 2024. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Dopkins Wealth Management held 3,986 shares of Procter & Gamble worth $585K as of Q2 2026.
  • Dopkins Wealth Management bought 753 Procter & Gamble shares in Q2 2026, an estimated $110K.
  • Procter & Gamble made up 0.21% of Dopkins Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Dopkins Wealth Management first reported a position in Procter & Gamble in Q3 2023 and has held it in 11 quarters since.
  • Dopkins Wealth Management's Procter & Gamble position peaked at $756K in Q2 2024.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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