DWM Financial Group’s Procter & Gamble PG Stock Holding History

DWM Financial Group’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	$293K	Buy	+2,042	New	+$297K	0.26%	29

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DWM Financial Group's PG Position: Q2 2026 in Review

DWM Financial Group opened a new position in Procter & Gamble (PG) in Q2 2026: 2,042 shares worth $293K. The stake represents 0.26% of the portfolio and ranks #29 among its holdings.

3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

DWM Financial Group held 2,042 shares of Procter & Gamble worth $293K as of Q2 2026.
Procter & Gamble was a new DWM Financial Group position in Q2 2026.
Procter & Gamble made up 0.26% of DWM Financial Group's portfolio in Q2 2026, its #29 holding.
3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.