FWM
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ForthRight Wealth Management’s Procter & Gamble PG Stock Holding History

ForthRight 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 		$1.53M Buy
10,431
+15
+0.1% +$2.18K 0.39% 25
2026
Q1 		$1.5M Sell
10,416
-330
-3% -$50K 0.43% 23
2025
Q4 		$1.54M Sell
10,746
-15
-0.1% -$2.21K 0.44% 24
2025
Q3 		$1.65M Hold
10,761
– – 0.48% 26
2025
Q2 		$1.71M Hold
10,761
– – 0.53% 24
2025
Q1 		$1.83M Buy
10,761
+29
+0.3% +$4.86K 0.61% 25
2024
Q4 		$1.8M Buy
10,732
+8
+0.1% +$1.36K 0.6% 25
2024
Q3 		$1.86M Buy
10,724
+14
+0.1% +$2.38K 0.62% 25
2024
Q2 		$1.77M Sell
10,710
-54
-0.5% -$8.83K 0.63% 26
2024
Q1 		$1.75M Buy
10,764
+14
+0.1% +$2.2K 0.63% 26
2023
Q4 		$1.58M Buy
10,750
+90
+0.8% +$13.3K 0.61% 25
2023
Q3 		$1.55M Buy
10,660
+14
+0.1% +$2.14K 0.67% 25
2023
Q2 		$1.62M Buy
10,646
+14
+0.1% +$2.11K 0.68% 26
2023
Q1 		$1.58M Sell
10,632
-135
-1% -$19.3K 0.72% 24
2022
Q4 		$1.63M Buy
10,767
+164
+2% +$23K 0.83% 22
2022
Q3 		$1.34M Sell
10,603
-1,240
-10% -$176K 0.79% 20
2022
Q2 		$1.7M Buy
11,843
+14
+0.1% +$2.1K 0.95% 19
2022
Q1 		$1.81M Buy
11,829
+12
+0.1% +$1.88K 0.93% 19
2021
Q4 		$1.93M Sell
11,817
-841
-7% -$125K 1.06% 18
2021
Q3 		$1.77M Buy
12,658
+4,323
+52% +$613K 1.07% 16
2021
Q2 		$1.13M Hold
8,335
– – 0.71% 17
2021
Q1 		$1.13M Hold
8,335
– – 0.77% 17
2020
Q4 		$1.16M Buy
+8,335
New +$1.16M 0.91% 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

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

ForthRight Wealth Management increased its Procter & Gamble (PG) stake by 0.14% in Q2 2026, buying an estimated $2.18K and bringing the position to 10,431 shares worth $1.53M. The position accounts for 0.39% of the portfolio, ranked #25.

ForthRight Wealth Management first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.93M in Q4 2021. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • ForthRight Wealth Management held 10,431 shares of Procter & Gamble worth $1.53M as of Q2 2026.
  • ForthRight Wealth Management bought 15 Procter & Gamble shares in Q2 2026, an estimated $2.18K.
  • Procter & Gamble made up 0.39% of ForthRight Wealth Management's portfolio in Q2 2026, its #25 holding.
  • ForthRight Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • ForthRight Wealth Management's Procter & Gamble position peaked at $1.93M in Q4 2021.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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