Financial Gravity Companies’s Procter & Gamble PG Stock Holding History

Financial Gravity Companies’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	$2.63M	Buy	+17,967	New	+$2.62M	0.43%	53
2025 Q2	$2.4M	Buy	+15,052	New	+$2.46M	0.47%	54
2024 Q4	$1.95M	Buy	11,649 +567	+5%	+$96.6K	0.45%	55
2024 Q3	$1.92M	Buy	+11,082	New	+$1.88M	0.51%	50
2018 Q4	$99K	Buy	+1,014	New	+$90.6K	0.09%	212
2018 Q1	$170K	Buy	2,388 +410	+21%	+$34.2K	0.17%	124
2017 Q4	$171K	Buy	+1,978	New	+$178K	0.2%	104

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

Financial Gravity Companies's PG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Procter & Gamble (PG) in Q2 2026: 17,967 shares worth $2.63M. The stake represents 0.43% of the portfolio and ranks #53 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PG as recently as Q2 2025.

Financial Gravity Companies first reported a position in PG in Q4 2017 and has held it in 7 quarters since. 4,021 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Financial Gravity Companies held 17,967 shares of Procter & Gamble worth $2.63M as of Q2 2026.
Procter & Gamble was a new Financial Gravity Companies position in Q2 2026.
Procter & Gamble made up 0.43% of Financial Gravity Companies's portfolio in Q2 2026, its #53 holding.
Financial Gravity Companies first reported a position in Procter & Gamble in Q4 2017 and has held it in 7 quarters since.
4,021 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.