EWM
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Elevatus Welath Management’s Procter & Gamble PG Stock Holding History

Elevatus Welath 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 		$383K Buy
2,610
+318
+14% +$46.3K 0.09% 154
2026
Q1 		$331K Buy
2,292
+30
+1% +$4.55K 0.17% 98
2025
Q4 		$324K Buy
2,262
+113
+5% +$16.7K 0.09% 113
2025
Q3 		$330K Buy
2,149
+57
+3% +$8.9K 0.1% 93
2025
Q2 		$333K Buy
2,092
+164
+9% +$26.8K 0.11% 83
2025
Q1 		$329K Sell
1,928
-153
-7% -$25.6K 0.19% 70
2024
Q4 		$349K Buy
2,081
+777
+60% +$132K 0.12% 74
2024
Q3 		$226K Buy
+1,304
New +$221K 0.07% 91

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 $3.38T 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

Elevatus Welath Management's PG Position: Q2 2026 in Review

Elevatus Welath Management increased its Procter & Gamble (PG) stake by 14% in Q2 2026, buying an estimated $46.3K and bringing the position to 2,610 shares worth $383K. The position accounts for 0.09% of the portfolio, ranked #154.

Elevatus Welath Management first reported a position in PG in Q3 2024 and has held it in 8 quarters since. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Elevatus Welath Management held 2,610 shares of Procter & Gamble worth $383K as of Q2 2026.
  • Elevatus Welath Management bought 318 Procter & Gamble shares in Q2 2026, an estimated $46.3K.
  • Procter & Gamble made up 0.09% of Elevatus Welath Management's portfolio in Q2 2026, its #154 holding.
  • Elevatus Welath Management first reported a position in Procter & Gamble in Q3 2024 and has held it in 8 quarters since.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.