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Todd Wealth Management, LLC’s Procter & Gamble PG Stock Holding History

Todd Wealth Management, LLC’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 		$511K Hold
3,484
– – 0.39% 58
2026
Q1 		$503K Buy
3,484
+79
+2% +$12K 0.46% 53
2025
Q4 		$488K Buy
+3,405
New +$502K 0.44% 55

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Todd Wealth Management, LLC's PG Position: Q2 2026 in Review

Todd Wealth Management, LLC held its Procter & Gamble (PG) position steady in Q2 2026 at 3,484 shares worth $511K. The position accounts for 0.39% of the portfolio, ranked #58.

Todd Wealth Management, LLC first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Todd Wealth Management, LLC held 3,484 shares of Procter & Gamble worth $511K as of Q2 2026.
  • Todd Wealth Management, LLC left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.39% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #58 holding.
  • Todd Wealth Management, LLC first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.