DWS
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Dynamic Wealth Strategies’s Procter & Gamble PG Stock Holding History

Dynamic Wealth Strategies’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 		$186K Buy
1,269
+17
+1% +$2.47K 0.1% 85
2026
Q1 		$181K Buy
1,252
+667
+114% +$101K 0.1% 84
2025
Q4 		$83.8K Hold
585
– – 0.05% 122
2025
Q3 		$89.9K Hold
585
– – 0.06% 112
2025
Q2 		$93.2K Hold
585
– – 0.07% 105
2025
Q1 		$99.7K Buy
+585
New +$98K 0.08% 103
2024
Q4 		– Sell
-648
Closed -$112K – 185
2024
Q3 		$112K Hold
648
– – 0.09% 99
2024
Q2 		$107K Hold
648
– – 0.09% 95
2024
Q1 		$105K Hold
648
– – 0.09% 96
2023
Q4 		$95K Buy
+648
New +$96K 0.09% 97

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

Dynamic Wealth Strategies's PG Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Procter & Gamble (PG) stake by 1.4% in Q2 2026, buying an estimated $2.47K and bringing the position to 1,269 shares worth $186K. The position accounts for 0.1% of the portfolio, ranked #85.

Dynamic Wealth Strategies first reported a position in PG in Q4 2023 and has held it in 10 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Dynamic Wealth Strategies held 1,269 shares of Procter & Gamble worth $186K as of Q2 2026.
  • Dynamic Wealth Strategies bought 17 Procter & Gamble shares in Q2 2026, an estimated $2.47K.
  • Procter & Gamble made up 0.1% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #85 holding.
  • Dynamic Wealth Strategies first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.