Elk River Wealth Management’s Procter & Gamble PG Stock Holding History

Elk River 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	$1.15M	Sell	7,843 -60	-0.8%	-$8.73K	0.18%	55
2026 Q1	$1.14M	Buy	7,903 +950	+14%	+$144K	0.19%	53
2025 Q4	$996K	Sell	6,953 -65	-0.9%	-$9.58K	0.16%	56
2025 Q3	$1.08M	Hold	7,018	–	–	0.17%	51
2025 Q2	$1.12M	Hold	7,018	–	–	0.19%	49
2025 Q1	$1.2M	Sell	7,018 -121	-2%	-$20.3K	0.22%	48
2024 Q4	$1.2M	Hold	7,139	–	–	0.22%	48
2024 Q3	$1.24M	Hold	7,139	–	–	0.22%	49
2024 Q2	$1.18M	Hold	7,139	–	–	0.23%	48
2024 Q1	$1.16M	Sell	7,139 -1,206	-14%	-$189K	0.24%	48
2023 Q4	$1.22M	Buy	8,345 +60	+0.7%	+$8.89K	0.24%	52
2023 Q3	$1.21M	Sell	8,285 -105	-1%	-$16K	0.27%	49
2023 Q2	$1.27M	Hold	8,390	–	–	0.27%	48
2023 Q1	$1.25M	Sell	8,390 -105	-1%	-$15K	0.28%	48
2022 Q4	$1.29M	Sell	8,495 -110	-1%	-$15.4K	0.31%	53
2022 Q3	$1.09M	Sell	8,605 -75	-0.9%	-$10.7K	0.29%	54
2022 Q2	$1.25M	Hold	8,680	–	–	0.32%	56
2022 Q1	$1.33M	Sell	8,680 -103	-1%	-$16.1K	0.29%	56
2021 Q4	$1.44M	Buy	8,783 +45	+0.5%	+$6.68K	0.33%	54
2021 Q3	$1.22M	Sell	8,738 -220	-2%	-$31.2K	0.31%	55
2021 Q2	$1.21M	Sell	8,958 -83	-0.9%	-$11.2K	0.31%	57
2021 Q1	$1.22M	Buy	9,041 +45	+0.5%	+$5.87K	0.35%	57
2020 Q4	$1.25M	Buy	+8,996	New	+$1.26M	0.41%	58

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

Elk River Wealth Management's PG Position: Q2 2026 in Review

Elk River Wealth Management reduced its Procter & Gamble (PG) stake by 0.76% in Q2 2026, selling an estimated $8.73K and leaving 7,843 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #55.

Elk River Wealth Management first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.44M in Q4 2021. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Elk River Wealth Management held 7,843 shares of Procter & Gamble worth $1.15M as of Q2 2026.
Elk River Wealth Management sold 60 Procter & Gamble shares in Q2 2026, an estimated $8.73K.
Procter & Gamble made up 0.18% of Elk River Wealth Management's portfolio in Q2 2026, its #55 holding.
Elk River Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
Elk River Wealth Management's Procter & Gamble position peaked at $1.44M in Q4 2021.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.