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

EverSource 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 		$1.78M Sell
12,108
-6,708
-36% -$976K 0.06% 241
2026
Q1 		$2.72M Buy
18,816
+8,386
+80% +$1.27M 0.08% 175
2025
Q4 		$1.49M Sell
10,430
-2,357
-18% -$348K 0.06% 251
2025
Q3 		$1.96M Buy
12,787
+524
+4% +$81.8K 0.08% 177
2025
Q2 		$1.95M Sell
12,263
-6,157
-33% -$1M 0.09% 168
2025
Q1 		$3.14M Buy
18,420
+2,838
+18% +$475K 0.17% 116
2024
Q4 		$2.61M Buy
15,582
+775
+5% +$132K 0.15% 120
2024
Q3 		$2.56M Buy
14,807
+175
+1% +$29.7K 0.16% 118
2024
Q2 		$2.35M Buy
14,632
+3,932
+37% +$643K 0.16% 121
2024
Q1 		$1.75M Buy
10,700
+3,482
+48% +$546K 0.14% 132
2023
Q4 		$1.06M Buy
7,218
+14
+0.2% +$2.07K 0.1% 160
2023
Q3 		$1.05M Sell
7,204
-205
-3% -$31.3K 0.11% 153
2023
Q2 		$1.12M Buy
7,409
+129
+2% +$19.4K 0.12% 149
2023
Q1 		$1.08M Sell
7,280
-696
-9% -$99.5K 0.13% 132
2022
Q4 		$1.21M Buy
7,976
+1,743
+28% +$244K 0.18% 102
2022
Q3 		$787K Sell
6,233
-1,072
-15% -$152K 0.18% 106
2022
Q2 		$1.05M Buy
7,305
+922
+14% +$139K 0.27% 70
2022
Q1 		$975K Buy
6,383
+355
+6% +$55.5K 0.25% 73
2021
Q4 		$986K Buy
+6,028
New +$895K 0.28% 61

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

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

EverSource Wealth Advisors reduced its Procter & Gamble (PG) stake by 36% in Q2 2026, selling an estimated $976K and leaving 12,108 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #241.

EverSource Wealth Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.14M in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • EverSource Wealth Advisors held 12,108 shares of Procter & Gamble worth $1.78M as of Q2 2026.
  • EverSource Wealth Advisors sold 6,708 Procter & Gamble shares in Q2 2026, an estimated $976K.
  • Procter & Gamble made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #241 holding.
  • EverSource Wealth Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Procter & Gamble position peaked at $3.14M in Q1 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.