EPW
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Endeavor Private Wealth’s Procter & Gamble PG Stock Holding History

Endeavor Private Wealth’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 		$287K Sell
1,957
-338
-15% -$49.2K 0.07% 184
2026
Q1 		$331K Sell
2,295
-1,435
-38% -$218K 0.1% 157
2025
Q4 		$534K Sell
3,730
-539
-13% -$79.5K 0.15% 115
2025
Q3 		$656K Buy
4,269
+588
+16% +$91.8K 0.2% 100
2025
Q2 		$586K Buy
3,681
+209
+6% +$34.1K 0.28% 72
2025
Q1 		$592K Buy
3,472
+3,029
+684% +$507K 0.32% 66
2024
Q4 		$74.3K Buy
+443
New +$75.4K 0.07% 100

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

Endeavor Private Wealth's PG Position: Q2 2026 in Review

Endeavor Private Wealth reduced its Procter & Gamble (PG) stake by 15% in Q2 2026, selling an estimated $49.2K and leaving 1,957 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #184.

Endeavor Private Wealth first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $656K in Q3 2025. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Endeavor Private Wealth held 1,957 shares of Procter & Gamble worth $287K as of Q2 2026.
  • Endeavor Private Wealth sold 338 Procter & Gamble shares in Q2 2026, an estimated $49.2K.
  • Procter & Gamble made up 0.07% of Endeavor Private Wealth's portfolio in Q2 2026, its #184 holding.
  • Endeavor Private Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Endeavor Private Wealth's Procter & Gamble position peaked at $656K in Q3 2025.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.