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Essential Partners’s Procter & Gamble PG Stock Holding History

Essential Partners’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 		$89.2K Sell
608
-884
-59% -$129K 0.04% 448
2026
Q1 		$216K Buy
1,492
+1,313
+734% +$199K 0.07% 277
2025
Q4 		$25.7K Sell
179
-2,669
-94% -$394K 0.01% 818
2025
Q3 		$438K Buy
2,848
+2,743
+2,612% +$428K 0.14% 193
2025
Q2 		$16.7K Buy
+105
New +$17.1K 0.01% 720

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

Essential Partners's PG Position: Q2 2026 in Review

Essential Partners reduced its Procter & Gamble (PG) stake by 59% in Q2 2026, selling an estimated $129K and leaving 608 shares worth $89.2K. The position accounts for 0.04% of the portfolio, ranked #448.

Essential Partners first reported a position in PG in Q2 2025 and has held it in 5 quarters since. The position peaked at $438K in Q3 2025. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Essential Partners held 608 shares of Procter & Gamble worth $89.2K as of Q2 2026.
  • Essential Partners sold 884 Procter & Gamble shares in Q2 2026, an estimated $129K.
  • Procter & Gamble made up 0.04% of Essential Partners's portfolio in Q2 2026, its #448 holding.
  • Essential Partners first reported a position in Procter & Gamble in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Procter & Gamble position peaked at $438K in Q3 2025.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.