Fiduciary Wealth Partners’s Procter & Gamble PG Stock Holding History

Fiduciary Wealth Partners’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	$494K	Buy	3,365 +23	+0.7%	+$3.35K	0.27%	32
2026 Q1	$483K	Sell	3,342 -524	-14%	-$79.4K	0.32%	32
2025 Q4	$554K	Sell	3,866 -90	-2%	-$13.3K	0.23%	40
2025 Q3	$608K	Buy	3,956 +3,283	+488%	+$513K	0.26%	35
2025 Q2	$107K	Sell	673 -2,010	-75%	-$328K	0.1%	55
2025 Q1	$457K	Buy	+2,683	New	+$449K	0.4%	17

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fiduciary Wealth Partners's PG Position: Q2 2026 in Review

Fiduciary Wealth Partners increased its Procter & Gamble (PG) stake by 0.69% in Q2 2026, buying an estimated $3.35K and bringing the position to 3,365 shares worth $494K. The position accounts for 0.27% of the portfolio, ranked #32.

Fiduciary Wealth Partners first reported a position in PG in Q1 2025 and has held it in 6 quarters since. The position peaked at $608K in Q3 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Fiduciary Wealth Partners held 3,365 shares of Procter & Gamble worth $494K as of Q2 2026.
Fiduciary Wealth Partners bought 23 Procter & Gamble shares in Q2 2026, an estimated $3.35K.
Procter & Gamble made up 0.27% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #32 holding.
Fiduciary Wealth Partners first reported a position in Procter & Gamble in Q1 2025 and has held it in 6 quarters since.
Fiduciary Wealth Partners's Procter & Gamble position peaked at $608K in Q3 2025.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.