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Forum Private Client Group’s Procter & Gamble PG Stock Holding History

Forum Private Client Group’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 		$251K Buy
1,714
+80
+5% +$11.6K 0.07% 78
2026
Q1 		$236K Sell
1,634
-6
-0.4% -$910 0.08% 75
2025
Q4 		$235K Buy
1,640
+1
+0.1% +$147 0.08% 74
2025
Q3 		$252K Buy
1,639
+13
+0.8% +$2.03K 0.09% 73
2025
Q2 		$259K Buy
1,626
+1
+0.1% +$163 0.1% 69
2025
Q1 		$277K Buy
1,625
+7
+0.4% +$1.17K 0.12% 62
2024
Q4 		$271K Sell
1,618
-2
-0.1% -$341 0.12% 65
2024
Q3 		$281K Buy
1,620
+29
+2% +$4.92K 0.12% 64
2024
Q2 		$262K Sell
1,591
-82
-5% -$13.4K 0.12% 62
2024
Q1 		$271K Sell
1,673
-78
-4% -$12.2K 0.13% 61
2023
Q4 		$257K Buy
+1,751
New +$259K 0.13% 62

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

Forum Private Client Group's PG Position: Q2 2026 in Review

Forum Private Client Group increased its Procter & Gamble (PG) stake by 4.9% in Q2 2026, buying an estimated $11.6K and bringing the position to 1,714 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #78.

Forum Private Client Group first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $281K in Q3 2024. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Forum Private Client Group held 1,714 shares of Procter & Gamble worth $251K as of Q2 2026.
  • Forum Private Client Group bought 80 Procter & Gamble shares in Q2 2026, an estimated $11.6K.
  • Procter & Gamble made up 0.07% of Forum Private Client Group's portfolio in Q2 2026, its #78 holding.
  • Forum Private Client Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Forum Private Client Group's Procter & Gamble position peaked at $281K in Q3 2024.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.