DWM
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Drive Wealth Management’s Procter & Gamble PG Stock Holding History

Drive 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 		$842K Sell
5,742
-742
-11% -$108K 0.15% 117
2026
Q1 		$937K Buy
6,484
+351
+6% +$53.2K 0.2% 90
2025
Q4 		$879K Sell
6,133
-1,754
-22% -$259K 0.17% 105
2025
Q3 		$1.21M Sell
7,887
-150
-2% -$23.4K 0.26% 77
2025
Q2 		$1.28M Buy
8,037
+245
+3% +$40K 0.28% 81
2025
Q1 		$1.33M Sell
7,792
-885
-10% -$148K 0.31% 75
2024
Q4 		$1.45M Buy
8,677
+708
+9% +$121K 0.36% 53
2024
Q3 		$1.38M Buy
7,969
+129
+2% +$21.9K 0.36% 50
2024
Q2 		$1.29M Buy
7,840
+222
+3% +$36.3K 0.35% 56
2024
Q1 		$1.24M Sell
7,618
-27
-0.4% -$4.24K 0.35% 56
2023
Q4 		$1.12M Sell
7,645
-219
-3% -$32.4K 0.36% 57
2023
Q3 		$1.15M Buy
7,864
+290
+4% +$44.3K 0.42% 54
2023
Q2 		$1.15M Buy
7,574
+491
+7% +$74K 0.43% 55
2023
Q1 		$1.05M Buy
7,083
+1,076
+18% +$154K 0.44% 56
2022
Q4 		$910K Buy
6,007
+2,503
+71% +$351K 0.46% 49
2022
Q3 		$442K Buy
3,504
+1,041
+42% +$148K 0.42% 68
2022
Q2 		$354K Buy
2,463
+733
+42% +$110K 0.32% 94
2022
Q1 		$264K Sell
1,730
-567
-25% -$88.7K 0.22% 122
2021
Q4 		$376K Buy
+2,297
New +$341K 0.33% 84

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

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

Drive Wealth Management reduced its Procter & Gamble (PG) stake by 11% in Q2 2026, selling an estimated $108K and leaving 5,742 shares worth $842K. The position accounts for 0.15% of the portfolio, ranked #117.

Drive Wealth Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2024. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Drive Wealth Management held 5,742 shares of Procter & Gamble worth $842K as of Q2 2026.
  • Drive Wealth Management sold 742 Procter & Gamble shares in Q2 2026, an estimated $108K.
  • Procter & Gamble made up 0.15% of Drive Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Drive Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Drive Wealth Management's Procter & Gamble position peaked at $1.45M in Q4 2024.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.