Envestnet Portfolio Solutions
PG icon

Envestnet Portfolio Solutions’s Procter & Gamble PG Stock Holding History

Envestnet Portfolio Solutions’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 		$25.7M Buy
175,489
+26,959
+18% +$3.92M 0.12% 109
2026
Q1 		$21.5M Sell
148,530
-8,313
-5% -$1.26M 0.12% 107
2025
Q4 		$22.5M Buy
156,843
+24,518
+19% +$3.62M 0.08% 124
2025
Q3 		$20.3M Sell
132,325
-34,186
-21% -$5.34M 0.08% 131
2025
Q2 		$26.5M Sell
166,511
-5,890
-3% -$961K 0.1% 109
2025
Q1 		$29.4M Sell
172,401
-37,298
-18% -$6.25M 0.11% 98
2024
Q4 		$35.2M Sell
209,699
-7,860
-4% -$1.34M 0.12% 95
2024
Q3 		$37.7M Sell
217,559
-10,380
-5% -$1.76M 0.12% 88
2024
Q2 		$37.6M Buy
227,939
+735
+0.3% +$120K 0.13% 87
2024
Q1 		$36.9M Buy
227,204
+44,830
+25% +$7.03M 0.14% 88
2023
Q4 		$26.7M Buy
182,374
+18,094
+11% +$2.68M 0.11% 101
2023
Q3 		$24M Buy
+164,280
New +$25.1M 0.11% 99

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

Envestnet Portfolio Solutions's PG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Procter & Gamble (PG) stake by 18% in Q2 2026, buying an estimated $3.92M and bringing the position to 175,489 shares worth $25.7M. The position accounts for 0.12% of the portfolio, ranked #109.

Envestnet Portfolio Solutions first reported a position in PG in Q3 2023 and has held it in 12 quarters since. The position peaked at $37.7M in Q3 2024. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Envestnet Portfolio Solutions held 175,489 shares of Procter & Gamble worth $25.7M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 26,959 Procter & Gamble shares in Q2 2026, an estimated $3.92M.
  • Procter & Gamble made up 0.12% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #109 holding.
  • Envestnet Portfolio Solutions first reported a position in Procter & Gamble in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Procter & Gamble position peaked at $37.7M in Q3 2024.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.