EWM
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Evolution Wealth Management’s Procter & Gamble PG Stock Holding History

Evolution Wealth Management’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 		$194K Buy
1,324
+909
+219% +$132K 0.11% 121
2026
Q1 		$59.9K Buy
415
+231
+126% +$35K 0.04% 238
2025
Q4 		$26.4K Buy
184
+171
+1,315% +$25.2K 0.02% 325
2025
Q3 		$2K Sell
13
-26
-67% -$4.06K ﹤0.01% 511
2025
Q2 		$6.13K Buy
+39
New +$6.37K 0.01% 424

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

Evolution Wealth Management's PG Position: Q2 2026 in Review

Evolution Wealth Management increased its Procter & Gamble (PG) stake by 219% in Q2 2026, buying an estimated $132K and bringing the position to 1,324 shares worth $194K. The position accounts for 0.11% of the portfolio, ranked #121.

Evolution Wealth Management first reported a position in PG in Q2 2025 and has held it in 5 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Evolution Wealth Management held 1,324 shares of Procter & Gamble worth $194K as of Q2 2026.
  • Evolution Wealth Management bought 909 Procter & Gamble shares in Q2 2026, an estimated $132K.
  • Procter & Gamble made up 0.11% of Evolution Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Evolution Wealth Management first reported a position in Procter & Gamble in Q2 2025 and has held it in 5 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.