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

Focused 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 		$293K Buy
+2,000
New +$291K 0.03% 185
2023
Q4 		– Sell
-9,200
Closed -$2.76K – 1080
2023
Q3 		$2.76K Buy
+9,200
New +$1.41M ﹤0.01% 732
2022
Q4 		– Sell
-3,000
Closed -$2K – 1151
2022
Q3 		$2K Buy
+3,000
New +$426K ﹤0.01% 769

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

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

Focused Wealth Management increased its Procter & Gamble (PG) stake by 64% in Q2 2026, buying an estimated $321K and bringing the position to 5,623 shares worth $825K. The position accounts for 0.07% of the portfolio, ranked #98.

Focused Wealth Management first reported a position in PG in Q3 2013 and has held it in 52 quarters since. The position peaked at $1.27M in Q4 2017. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Focused Wealth Management held 5,623 shares of Procter & Gamble worth $825K as of Q2 2026.
  • Focused Wealth Management bought 2,202 Procter & Gamble shares in Q2 2026, an estimated $321K.
  • Procter & Gamble made up 0.07% of Focused Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Focused Wealth Management first reported a position in Procter & Gamble in Q3 2013 and has held it in 52 quarters since.
  • Focused Wealth Management's Procter & Gamble position peaked at $1.27M in Q4 2017.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.