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Gray Private Wealth’s Procter & Gamble PG Stock Holding History

Gray Private Wealth’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 		$490K Sell
3,343
-106
-3% -$15.4K 0.21% 27
2026
Q1 		$498K Sell
3,449
-191
-5% -$29K 0.25% 26
2025
Q4 		$522K Buy
3,640
+1,950
+115% +$288K 0.25% 26
2025
Q3 		$260K Sell
1,690
-61
-3% -$9.53K 0.13% 39
2025
Q2 		$279K Buy
1,751
+229
+15% +$37.4K 0.15% 34
2025
Q1 		$259K Hold
1,522
– – 0.16% 33
2024
Q4 		$255K Hold
1,522
– – 0.15% 34
2024
Q3 		$264K Hold
1,522
– – 0.16% 33
2024
Q2 		$251K Hold
1,522
– – 0.16% 31
2024
Q1 		$247K Buy
+1,522
New +$239K 0.16% 31

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

Gray Private Wealth's PG Position: Q2 2026 in Review

Gray Private Wealth reduced its Procter & Gamble (PG) stake by 3.1% in Q2 2026, selling an estimated $15.4K and leaving 3,343 shares worth $490K. The position accounts for 0.21% of the portfolio, ranked #27.

Gray Private Wealth first reported a position in PG in Q1 2024 and has held it in 10 quarters since. The position peaked at $522K in Q4 2025. 3,997 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Gray Private Wealth held 3,343 shares of Procter & Gamble worth $490K as of Q2 2026.
  • Gray Private Wealth sold 106 Procter & Gamble shares in Q2 2026, an estimated $15.4K.
  • Procter & Gamble made up 0.21% of Gray Private Wealth's portfolio in Q2 2026, its #27 holding.
  • Gray Private Wealth first reported a position in Procter & Gamble in Q1 2024 and has held it in 10 quarters since.
  • Gray Private Wealth's Procter & Gamble position peaked at $522K in Q4 2025.
  • 3,997 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.