GWM
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GDS Wealth Management’s Procter & Gamble PG Stock Holding History

GDS 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 		$16.7M Buy
114,206
+18,572
+19% +$2.7M 0.8% 58
2026
Q1 		$13.8M Buy
95,634
+9,101
+11% +$1.38M 0.83% 54
2025
Q4 		$12.4M Buy
86,533
+5,343
+7% +$788K 0.78% 52
2025
Q3 		$12.5M Buy
81,190
+14,060
+21% +$2.2M 0.82% 51
2025
Q2 		$10.7M Buy
67,130
+8,575
+15% +$1.4M 0.78% 57
2025
Q1 		$9.98M Buy
58,555
+34,640
+145% +$5.8M 0.85% 42
2024
Q4 		$4.01M Buy
23,915
+7,640
+47% +$1.3M 0.37% 56
2024
Q3 		$2.82M Buy
16,275
+11,761
+261% +$2M 0.27% 50
2024
Q2 		$744K Sell
4,514
-182
-4% -$29.8K 0.08% 69
2024
Q1 		$762K Sell
4,696
-78
-2% -$12.2K 0.09% 69
2023
Q4 		$700K Buy
4,774
+221
+5% +$32.7K 0.09% 66
2023
Q3 		$664K Sell
4,553
-663
-13% -$101K 0.1% 63
2023
Q2 		$791K Sell
5,216
-90
-2% -$13.6K 0.13% 63
2023
Q1 		$789K Sell
5,306
-12
-0.2% -$1.72K 0.14% 58
2022
Q4 		$806K Buy
5,318
+51
+1% +$7.15K 0.15% 61
2022
Q3 		$665K Sell
5,267
-12
-0.2% -$1.71K 0.15% 61
2022
Q2 		$759K Buy
5,279
+201
+4% +$30.2K 0.17% 60
2022
Q1 		$798K Buy
5,078
+19
+0.4% +$2.97K 0.18% 61
2021
Q4 		$828K Buy
+5,059
New +$751K 0.19% 58

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 $3.38T AUM 44.17% 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

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

GDS Wealth Management increased its Procter & Gamble (PG) stake by 19% in Q2 2026, buying an estimated $2.7M and bringing the position to 114,206 shares worth $16.7M. The position accounts for 0.8% of the portfolio, ranked #58.

GDS Wealth Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • GDS Wealth Management held 114,206 shares of Procter & Gamble worth $16.7M as of Q2 2026.
  • GDS Wealth Management bought 18,572 Procter & Gamble shares in Q2 2026, an estimated $2.7M.
  • Procter & Gamble made up 0.8% of GDS Wealth Management's portfolio in Q2 2026, its #58 holding.
  • GDS Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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