EWM
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EPG Wealth Management’s Procter & Gamble PG Stock Holding History

EPG 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 		$1.38M Sell
9,439
-310
-3% -$45.1K 0.33% 73
2026
Q1 		$1.41M Buy
9,749
+1,942
+25% +$294K 0.38% 67
2025
Q4 		$1.12M Sell
7,807
-76
-1% -$11.2K 0.3% 90
2025
Q3 		$1.21M Buy
7,883
+180
+2% +$28.1K 0.33% 86
2025
Q2 		$1.23M Buy
7,703
+22
+0.3% +$3.59K 0.37% 82
2025
Q1 		$1.31M Buy
7,681
+604
+9% +$101K 0.36% 78
2024
Q4 		$1.19M Sell
7,077
-282
-4% -$48K 0.31% 89
2024
Q3 		$1.27M Buy
+7,359
New +$1.25M 0.32% 86
2024
Q2 		– Sell
-8,214
Closed -$1.34M – 84
2024
Q1 		$1.33M Sell
8,214
-126
-2% -$19.8K 0.33% 82
2023
Q4 		$1.3M Buy
8,340
+128
+2% +$19K 0.34% 78
2023
Q3 		$1.2M Sell
8,212
-580
-7% -$88.6K 0.36% 71
2023
Q2 		$1.33M Sell
8,792
-86
-1% -$13K 0.39% 66
2023
Q1 		$1.32M Buy
8,878
+2,267
+34% +$324K 0.42% 60
2022
Q4 		$1M Sell
6,611
-274
-4% -$38.4K 0.38% 63
2022
Q3 		$869K Buy
6,885
+270
+4% +$38.4K 0.36% 67
2022
Q2 		$951K Buy
+6,615
New +$994K 0.41% 58
2022
Q1 		– Sell
-5,853
Closed -$957K – 428
2021
Q4 		$957K Buy
5,853
+248
+4% +$36.8K 0.34% 68
2021
Q3 		$784K Sell
5,605
-2,607
-32% -$370K 0.31% 71
2021
Q2 		$1.11M Buy
8,212
+345
+4% +$46.7K 0.47% 50
2021
Q1 		$1.06M Sell
7,867
-1,886
-19% -$246K 0.52% 42
2020
Q4 		$1.36M Buy
9,753
+1,109
+13% +$155K 0.81% 30
2020
Q3 		$1.2M Buy
8,644
+1,842
+27% +$245K 0.89% 27
2020
Q2 		$813K Sell
6,802
-102
-1% -$11.9K 0.58% 46
2020
Q1 		$760K Buy
6,904
+690
+11% +$82.8K 0.56% 45
2019
Q4 		$776K Buy
+6,214
New +$760K 0.57% 39

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

EPG Wealth Management's PG Position: Q2 2026 in Review

EPG Wealth Management reduced its Procter & Gamble (PG) stake by 3.2% in Q2 2026, selling an estimated $45.1K and leaving 9,439 shares worth $1.38M. The position accounts for 0.33% of the portfolio, ranked #73.

EPG Wealth Management first reported a position in PG in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.41M in Q1 2026. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • EPG Wealth Management held 9,439 shares of Procter & Gamble worth $1.38M as of Q2 2026.
  • EPG Wealth Management sold 310 Procter & Gamble shares in Q2 2026, an estimated $45.1K.
  • Procter & Gamble made up 0.33% of EPG Wealth Management's portfolio in Q2 2026, its #73 holding.
  • EPG Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's Procter & Gamble position peaked at $1.41M in Q1 2026.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.