FFO
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Fiduciary Family Office’s Procter & Gamble PG Stock Holding History

Fiduciary Family Office’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 		$1.7M Sell
11,566
-2,577
-18% -$375K 0.42% 46
2026
Q1 		$2.04M Buy
14,143
+8,921
+171% +$1.35M 0.58% 34
2025
Q4 		$748K Sell
5,222
-4,012
-43% -$592K 0.22% 82
2025
Q3 		$1.42M Buy
9,234
+915
+11% +$143K 0.4% 44
2025
Q2 		$1.33M Buy
8,319
+181
+2% +$29.5K 0.43% 44
2025
Q1 		$1.39M Buy
+8,138
New +$1.36M 0.46% 43
2024
Q4 		– Sell
-7,283
Closed -$1.26M – 202
2024
Q3 		$1.26M Buy
7,283
+3,040
+72% +$516K 0.42% 50
2024
Q2 		$700K Sell
4,243
-1,056
-20% -$173K 0.28% 93
2024
Q1 		$860K Sell
5,299
-1,053
-17% -$165K 0.34% 85
2023
Q4 		$931K Buy
+6,352
New +$941K 0.41% 47

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

Fiduciary Family Office's PG Position: Q2 2026 in Review

Fiduciary Family Office reduced its Procter & Gamble (PG) stake by 18% in Q2 2026, selling an estimated $375K and leaving 11,566 shares worth $1.7M. The position accounts for 0.42% of the portfolio, ranked #46.

Fiduciary Family Office first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.04M in Q1 2026. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Fiduciary Family Office held 11,566 shares of Procter & Gamble worth $1.7M as of Q2 2026.
  • Fiduciary Family Office sold 2,577 Procter & Gamble shares in Q2 2026, an estimated $375K.
  • Procter & Gamble made up 0.42% of Fiduciary Family Office's portfolio in Q2 2026, its #46 holding.
  • Fiduciary Family Office first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Fiduciary Family Office's Procter & Gamble position peaked at $2.04M in Q1 2026.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.