EFG
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Elevated Financial Group’s Procter & Gamble PG Stock Holding History

Elevated 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 		$594K Sell
4,048
-1,842
-31% -$268K 0.16% 69
2026
Q1 		$851K Buy
5,890
+501
+9% +$76K 0.28% 52
2025
Q4 		$772K Buy
+5,389
New +$795K 0.27% 50

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

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

Elevated Financial Group reduced its Procter & Gamble (PG) stake by 31% in Q2 2026, selling an estimated $268K and leaving 4,048 shares worth $594K. The position accounts for 0.16% of the portfolio, ranked #69.

Elevated Financial Group first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $851K in Q1 2026. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Elevated Financial Group held 4,048 shares of Procter & Gamble worth $594K as of Q2 2026.
  • Elevated Financial Group sold 1,842 Procter & Gamble shares in Q2 2026, an estimated $268K.
  • Procter & Gamble made up 0.16% of Elevated Financial Group's portfolio in Q2 2026, its #69 holding.
  • Elevated Financial Group first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's Procter & Gamble position peaked at $851K in Q1 2026.
  • 3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.