FWM
PG icon

Finer Wealth Management’s Procter & Gamble PG Stock Holding History

Finer Wealth Management’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 		$3.93M Buy
26,805
+672
+3% +$97.8K 1.76% 14
2026
Q1 		$3.77M Sell
26,133
-413
-2% -$62.6K 1.89% 15
2025
Q4 		$3.8M Buy
26,546
+1,212
+5% +$179K 1.84% 13
2025
Q3 		$3.89M Buy
25,334
+401
+2% +$62.6K 1.94% 12
2025
Q2 		$3.97M Buy
24,933
+677
+3% +$111K 2.12% 11
2025
Q1 		$4.13M Buy
24,256
+312
+1% +$52.3K 2.48% 11
2024
Q4 		$4.01M Buy
23,944
+31
+0.1% +$5.28K 2.3% 13
2024
Q3 		$4.14M Sell
23,913
-606
-2% -$103K 2.56% 10
2024
Q2 		$4.04M Sell
24,519
-151
-0.6% -$24.7K 2.61% 10
2024
Q1 		$4M Buy
24,670
+1,083
+5% +$170K 2.63% 10
2023
Q4 		$3.46M Sell
23,587
-163
-0.7% -$24.1K 2.57% 9
2023
Q3 		$3.46M Buy
23,750
+599
+3% +$91.5K 2.77% 8
2023
Q2 		$3.51M Buy
23,151
+406
+2% +$61.2K 2.75% 8
2023
Q1 		$3.38M Buy
22,745
+495
+2% +$70.8K 2.86% 8
2022
Q4 		$3.37M Buy
22,250
+127
+0.6% +$17.8K 3.16% 7
2022
Q3 		$2.79M Sell
22,123
-22
-0.1% -$3.13K 2.75% 9
2022
Q2 		$3.18M Sell
22,145
-170
-0.8% -$25.6K 2.9% 10
2022
Q1 		$3.41M Buy
22,315
+221
+1% +$34.6K 2.78% 9
2021
Q4 		$3.61M Buy
+22,094
New +$3.28M 3% 8

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

Finer Wealth Management's PG Position: Q2 2026 in Review

Finer Wealth Management increased its Procter & Gamble (PG) stake by 2.6% in Q2 2026, buying an estimated $97.8K and bringing the position to 26,805 shares worth $3.93M. The position accounts for 1.76% of the portfolio, ranked #14.

Finer Wealth Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.14M in Q3 2024. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Finer Wealth Management held 26,805 shares of Procter & Gamble worth $3.93M as of Q2 2026.
  • Finer Wealth Management bought 672 Procter & Gamble shares in Q2 2026, an estimated $97.8K.
  • Procter & Gamble made up 1.76% of Finer Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Finer Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Finer Wealth Management's Procter & Gamble position peaked at $4.14M in Q3 2024.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.