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Evergreen Wealth Solutions’s Procter & Gamble PG Stock Holding History

Evergreen Wealth 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 		$4.14M Buy
28,672
+2,704
+10% +$394K 0.22% 80
2026
Q1 		$3.75M Buy
25,968
+23,466
+938% +$3.56M 0.27% 74
2025
Q4 		$359K Buy
+2,502
New +$369K 0.05% 149
2022
Q1 		– Sell
-1,372
Closed -$224K – 98
2021
Q4 		$224K Buy
+1,372
New +$204K 0.2% 86

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

Evergreen Wealth Solutions's PG Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Procter & Gamble (PG) stake by 10% in Q2 2026, buying an estimated $394K and bringing the position to 28,672 shares worth $4.14M. The position accounts for 0.22% of the portfolio, ranked #80.

Evergreen Wealth Solutions first reported a position in PG in Q4 2021 and has held it in 4 quarters since. 4,023 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Evergreen Wealth Solutions held 28,672 shares of Procter & Gamble worth $4.14M as of Q2 2026.
  • Evergreen Wealth Solutions bought 2,704 Procter & Gamble shares in Q2 2026, an estimated $394K.
  • Procter & Gamble made up 0.22% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #80 holding.
  • Evergreen Wealth Solutions first reported a position in Procter & Gamble in Q4 2021 and has held it in 4 quarters since.
  • 4,023 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.