EWA
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Etesian Wealth Advisors’s Procter & Gamble PG Stock Holding History

Etesian Wealth Advisors’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 		$301K Sell
2,054
-38
-2% -$5.53K 0.09% 115
2026
Q1 		$302K Buy
2,092
+165
+9% +$25K 0.1% 111
2025
Q4 		$276K Hold
1,927
– – 0.09% 117
2025
Q3 		$296K Sell
1,927
-77
-4% -$12K 0.1% 115
2025
Q2 		$319K Sell
2,004
-550
-22% -$89.8K 0.12% 111
2025
Q1 		$435K Sell
2,554
-507
-17% -$84.9K 0.19% 100
2024
Q4 		$513K Sell
3,061
-702
-19% -$120K 0.23% 98
2024
Q3 		$652K Sell
3,763
-757
-17% -$129K 0.3% 87
2024
Q2 		$745K Sell
4,520
-355
-7% -$58K 0.42% 75
2024
Q1 		$791K Sell
4,875
-65
-1% -$10.2K 0.45% 68
2023
Q4 		$720K Sell
4,940
-90
-2% -$13.3K 0.43% 69
2023
Q3 		$734K Sell
5,030
-704
-12% -$108K 0.49% 67
2023
Q2 		$870K Sell
5,734
-11
-0.2% -$1.66K 0.57% 59
2023
Q1 		$854K Buy
5,745
+102
+2% +$14.6K 0.57% 59
2022
Q4 		$855K Buy
+5,643
New +$791K 0.62% 57

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

Etesian Wealth Advisors's PG Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its Procter & Gamble (PG) stake by 1.8% in Q2 2026, selling an estimated $5.53K and leaving 2,054 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #115.

Etesian Wealth Advisors first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $870K in Q2 2023. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Etesian Wealth Advisors held 2,054 shares of Procter & Gamble worth $301K as of Q2 2026.
  • Etesian Wealth Advisors sold 38 Procter & Gamble shares in Q2 2026, an estimated $5.53K.
  • Procter & Gamble made up 0.09% of Etesian Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Etesian Wealth Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Procter & Gamble position peaked at $870K in Q2 2023.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.