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GeoWealth Management’s Procter & Gamble PG Stock Holding History

GeoWealth 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 		$1.2M Buy
8,195
+983
+14% +$143K 0.04% 278
2026
Q1 		$1.04M Buy
7,212
+179
+3% +$27.1K 0.04% 275
2025
Q4 		$1.01M Sell
7,033
-1,244
-15% -$183K 0.04% 271
2025
Q3 		$1.27M Sell
8,277
-52
-0.6% -$8.12K 0.05% 250
2025
Q2 		$1.33M Sell
8,329
-28
-0.3% -$4.57K 0.05% 207
2025
Q1 		$1.42M Sell
8,357
-6,058
-42% -$1.01M 0.06% 207
2024
Q4 		$2.42M Sell
14,415
-2,508
-15% -$427K 0.08% 163
2024
Q3 		$2.93M Sell
16,923
-1,902
-10% -$323K 0.1% 148
2024
Q2 		$3.1M Buy
18,825
+2,999
+19% +$490K 0.14% 114
2024
Q1 		$2.57M Buy
15,826
+6,233
+65% +$978K 0.1% 150
2023
Q4 		$1.41M Buy
9,593
+8,085
+536% +$1.2M 0.12% 172
2023
Q3 		$220K Buy
1,508
+196
+15% +$29.9K 0.02% 276
2023
Q2 		$199K Sell
1,312
-53
-4% -$7.99K 0.02% 244
2023
Q1 		$203K Sell
1,365
-3,328
-71% -$476K 0.02% 206
2022
Q4 		$711K Sell
4,693
-4,198
-47% -$588K 0.08% 130
2022
Q3 		$1.12M Buy
8,891
+6,777
+321% +$963K 0.12% 110
2022
Q2 		$304K Sell
2,114
-189
-8% -$28.4K 0.04% 208
2022
Q1 		$352K Sell
2,303
-883
-28% -$138K 0.03% 246
2021
Q4 		$521K Buy
3,186
+26
+0.8% +$3.86K 0.04% 208
2021
Q3 		$442K Sell
3,160
-23
-0.7% -$3.26K 0.04% 229
2021
Q2 		$429K Buy
3,183
+494
+18% +$66.8K 0.05% 160
2021
Q1 		$364K Buy
2,689
+2,232
+488% +$291K 0.06% 151
2020
Q4 		$65K Buy
+457
New +$63.9K 0.01% 202

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

GeoWealth Management's PG Position: Q2 2026 in Review

GeoWealth Management increased its Procter & Gamble (PG) stake by 14% in Q2 2026, buying an estimated $143K and bringing the position to 8,195 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #278.

GeoWealth Management first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.1M in Q2 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • GeoWealth Management held 8,195 shares of Procter & Gamble worth $1.2M as of Q2 2026.
  • GeoWealth Management bought 983 Procter & Gamble shares in Q2 2026, an estimated $143K.
  • Procter & Gamble made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #278 holding.
  • GeoWealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • GeoWealth Management's Procter & Gamble position peaked at $3.1M in Q2 2024.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.