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FSB Premier Wealth Management’s Procter & Gamble PG Stock Holding History

FSB Premier 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 		$356K Buy
2,424
+543
+29% +$79K 0.1% 182
2026
Q1 		$272K Sell
1,881
-297
-14% -$45K 0.09% 216
2025
Q4 		$312K Buy
2,178
+253
+13% +$37.3K 0.1% 183
2025
Q3 		$296K Buy
1,925
+5
+0.3% +$781 0.1% 181
2025
Q2 		$306K Sell
1,920
-20
-1% -$3.26K 0.11% 171
2025
Q1 		$331K Sell
1,940
-217
-10% -$36.3K 0.13% 159
2024
Q4 		$362K Sell
2,157
-909
-30% -$155K 0.15% 147
2024
Q3 		$531K Sell
3,066
-124
-4% -$21.1K 0.22% 114
2024
Q2 		$526K Sell
3,190
-202
-6% -$33K 0.24% 101
2024
Q1 		$550K Sell
3,392
-280
-8% -$43.9K 0.26% 87
2023
Q4 		$538K Sell
3,672
-56
-2% -$8.29K 0.27% 82
2023
Q3 		$544K Buy
3,728
+70
+2% +$10.7K 0.3% 74
2023
Q2 		$555K Buy
3,658
+191
+6% +$28.8K 0.3% 73
2023
Q1 		$516K Buy
3,467
+679
+24% +$97.1K 0.29% 78
2022
Q4 		$423K Buy
2,788
+230
+9% +$32.2K 0.23% 90
2022
Q3 		$322K Buy
2,558
+53
+2% +$7.53K 0.19% 103
2022
Q2 		$360K Buy
2,505
+155
+7% +$23.3K 0.2% 96
2022
Q1 		$384K Buy
2,350
+83
+4% +$13K 0.19% 96
2021
Q4 		$370K Sell
2,267
-192
-8% -$28.5K 0.15% 98
2021
Q3 		$343K Sell
2,459
-396
-14% -$56.1K 0.17% 83
2021
Q2 		$385K Buy
2,855
+467
+20% +$63.2K 0.2% 78
2021
Q1 		$323K Buy
2,388
+3
+0.1% +$391 0.17% 81
2020
Q4 		$331K Buy
+2,385
New +$333K 0.18% 80

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

FSB Premier Wealth Management's PG Position: Q2 2026 in Review

FSB Premier Wealth Management increased its Procter & Gamble (PG) stake by 29% in Q2 2026, buying an estimated $79K and bringing the position to 2,424 shares worth $356K. The position accounts for 0.1% of the portfolio, ranked #182.

FSB Premier Wealth Management first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $555K in Q2 2023. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • FSB Premier Wealth Management held 2,424 shares of Procter & Gamble worth $356K as of Q2 2026.
  • FSB Premier Wealth Management bought 543 Procter & Gamble shares in Q2 2026, an estimated $79K.
  • Procter & Gamble made up 0.1% of FSB Premier Wealth Management's portfolio in Q2 2026, its #182 holding.
  • FSB Premier Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's Procter & Gamble position peaked at $555K in Q2 2023.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.