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

Ducere 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 		– Sell
-1,626
Closed -$235K – 150
2026
Q1 		$235K Buy
1,626
+110
+7% +$16.7K 0.09% 116
2025
Q4 		$217K Buy
+1,516
New +$224K 0.08% 123

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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

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

Ducere Wealth Management sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,626 shares — an estimated $235K sold.

Ducere Wealth Management first reported a position in PG in Q4 2025 and held it in 2 quarters. The position peaked at $235K in Q1 2026. 4,010 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Ducere Wealth Management reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Ducere Wealth Management sold 1,626 Procter & Gamble shares in Q2 2026, an estimated $235K.
  • Ducere Wealth Management first reported a position in Procter & Gamble in Q4 2025 and held it in 2 quarters.
  • Ducere Wealth Management's Procter & Gamble position peaked at $235K in Q1 2026.
  • 4,010 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.