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Financial & Tax Architects’s Procter & Gamble PG Stock Holding History

Financial & Tax Architects’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 		$7.09M Buy
48,372
+2,089
+5% +$304K 1.5% 26
2026
Q1 		$6.69M Sell
46,283
-859
-2% -$130K 1.49% 25
2025
Q4 		$6.76M Buy
47,142
+1,609
+4% +$237K 1.52% 28
2025
Q3 		$7M Buy
45,533
+5,250
+13% +$820K 1.54% 31
2025
Q2 		$6.42M Buy
40,283
+799
+2% +$130K 1.56% 29
2025
Q1 		$6.73M Buy
39,484
+992
+3% +$166K 1.69% 24
2024
Q4 		$6.45M Buy
38,492
+1,893
+5% +$322K 1.64% 21
2024
Q3 		$6.34M Sell
36,599
-940
-3% -$160K 1.63% 27
2024
Q2 		$6.19M Buy
37,539
+1,820
+5% +$298K 1.66% 17
2024
Q1 		$5.8M Buy
35,719
+493
+1% +$77.3K 1.59% 25
2023
Q4 		$5.16M Sell
35,226
-203
-0.6% -$30.1K 1.53% 31
2023
Q3 		$5.17M Buy
35,429
+988
+3% +$151K 1.61% 26
2023
Q2 		$5.23M Buy
34,441
+687
+2% +$104K 1.61% 25
2023
Q1 		$5.02M Buy
33,754
+1,980
+6% +$283K 1.65% 22
2022
Q4 		$4.54M Sell
31,774
-1,533
-5% -$215K 1.55% 33
2022
Q3 		$4.21M Buy
33,307
+2,697
+9% +$383K 1.58% 27
2022
Q2 		$4.4M Buy
30,610
+3,164
+12% +$476K 1.67% 24
2022
Q1 		$4.19M Buy
27,446
+1,270
+5% +$199K 1.58% 27
2021
Q4 		$4.28M Buy
26,176
+1,121
+4% +$166K 1.75% 16
2021
Q3 		$3.5M Buy
25,055
+1,302
+5% +$185K 1.6% 21
2021
Q2 		$3.21M Buy
23,753
+1,839
+8% +$249K 1.57% 26
2021
Q1 		$2.97M Buy
+21,914
New +$2.86M 1.66% 14

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

Financial & Tax Architects's PG Position: Q2 2026 in Review

Financial & Tax Architects increased its Procter & Gamble (PG) stake by 4.5% in Q2 2026, buying an estimated $304K and bringing the position to 48,372 shares worth $7.09M. The position accounts for 1.5% of the portfolio, ranked #26.

Financial & Tax Architects first reported a position in PG in Q1 2021 and has held it in 22 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Financial & Tax Architects held 48,372 shares of Procter & Gamble worth $7.09M as of Q2 2026.
  • Financial & Tax Architects bought 2,089 Procter & Gamble shares in Q2 2026, an estimated $304K.
  • Procter & Gamble made up 1.5% of Financial & Tax Architects's portfolio in Q2 2026, its #26 holding.
  • Financial & Tax Architects first reported a position in Procter & Gamble in Q1 2021 and has held it in 22 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.