Focus Partners Wealth
PG icon

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

Focus Partners Wealth’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 		$336M Buy
2,291,415
+42,088
+2% +$6.13M 0.34% 58
2026
Q1 		$325M Buy
2,249,327
+77,478
+4% +$11.7M 0.36% 63
2025
Q4 		$311M Buy
2,171,849
+267,900
+14% +$39.5M 0.35% 57
2025
Q3 		$293M Buy
1,903,949
+68,078
+4% +$10.6M 0.47% 45
2025
Q2 		$292M Buy
1,835,871
+53,480
+3% +$8.73M 0.63% 34
2025
Q1 		$304M Buy
1,782,391
+55,839
+3% +$9.35M 0.76% 27
2024
Q4 		$289M Buy
1,726,552
+592,795
+52% +$101M 0.75% 28
2024
Q3 		$196M Sell
1,133,757
-1,509,535
-57% -$256M 0.63% 30
2024
Q2 		$436M Buy
2,643,292
+1,778,819
+206% +$291M 1.47% 9
2024
Q1 		$140M Buy
864,473
+508,817
+143% +$79.8M 1.14% 12
2023
Q4 		$52.1M Buy
+355,656
New +$52.7M 0.68% 27

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

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

Focus Partners Wealth increased its Procter & Gamble (PG) stake by 1.9% in Q2 2026, buying an estimated $6.13M and bringing the position to 2,291,415 shares worth $336M. The position accounts for 0.34% of the portfolio, ranked #58.

Focus Partners Wealth first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $436M in Q2 2024. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Focus Partners Wealth held 2,291,415 shares of Procter & Gamble worth $336M as of Q2 2026.
  • Focus Partners Wealth bought 42,088 Procter & Gamble shares in Q2 2026, an estimated $6.13M.
  • Procter & Gamble made up 0.34% of Focus Partners Wealth's portfolio in Q2 2026, its #58 holding.
  • Focus Partners Wealth first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Procter & Gamble position peaked at $436M in Q2 2024.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.