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Ethos Financial Group’s Procter & Gamble PG Stock Holding History

Ethos Financial Group’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 		$555K Sell
3,773
-2,199
-37% -$320K 0.04% 337
2026
Q1 		$867K Buy
5,972
+214
+4% +$32.4K 0.06% 222
2025
Q4 		$825K Buy
5,758
+691
+14% +$102K 0.06% 224
2025
Q3 		$778K Sell
5,067
-97
-2% -$15.2K 0.06% 209
2025
Q2 		$823K Buy
5,164
+59
+1% +$9.63K 0.07% 193
2025
Q1 		$858K Hold
5,105
– – 0.08% 169
2024
Q4 		$858K Buy
5,105
+2,367
+86% +$403K 0.11% 112
2024
Q3 		$474K Buy
2,738
+65
+2% +$11K 0.08% 139
2024
Q2 		$441K Sell
2,673
-2,020
-43% -$330K 0.08% 148
2024
Q1 		$761K Sell
4,693
-6
-0.1% -$941 0.14% 96
2023
Q4 		$689K Sell
4,699
-1,869
-28% -$277K 0.15% 103
2023
Q3 		$958K Buy
6,568
+2,089
+47% +$319K 0.25% 61
2023
Q2 		$666K Hold
4,479
– – 0.22% 62
2023
Q1 		$666K Buy
4,479
+23
+0.5% +$3.29K 0.21% 69
2022
Q4 		$680K Buy
+4,456
New +$625K 0.23% 62

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

Ethos Financial Group's PG Position: Q2 2026 in Review

Ethos Financial Group reduced its Procter & Gamble (PG) stake by 37% in Q2 2026, selling an estimated $320K and leaving 3,773 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #337.

Ethos Financial Group first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $958K in Q3 2023. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Ethos Financial Group held 3,773 shares of Procter & Gamble worth $555K as of Q2 2026.
  • Ethos Financial Group sold 2,199 Procter & Gamble shares in Q2 2026, an estimated $320K.
  • Procter & Gamble made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #337 holding.
  • Ethos Financial Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Procter & Gamble position peaked at $958K in Q3 2023.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.