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Evolve Private Wealth’s Procter & Gamble PG Stock Holding History

Evolve Private Wealth’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 		$710K Sell
4,839
-15,048
-76% -$2.19M 0.04% 391
2026
Q1 		$2.87M Buy
19,887
+8,114
+69% +$1.23M 0.15% 126
2025
Q4 		$1.69M Buy
+11,773
New +$1.74M 0.1% 194

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

Evolve Private Wealth's PG Position: Q2 2026 in Review

Evolve Private Wealth reduced its Procter & Gamble (PG) stake by 76% in Q2 2026, selling an estimated $2.19M and leaving 4,839 shares worth $710K. The position accounts for 0.04% of the portfolio, ranked #391.

Evolve Private Wealth first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.87M in Q1 2026. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Evolve Private Wealth held 4,839 shares of Procter & Gamble worth $710K as of Q2 2026.
  • Evolve Private Wealth sold 15,048 Procter & Gamble shares in Q2 2026, an estimated $2.19M.
  • Procter & Gamble made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #391 holding.
  • Evolve Private Wealth first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Procter & Gamble position peaked at $2.87M in Q1 2026.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.