GP
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Guardian Partners’s Procter & Gamble PG Stock Holding History

Guardian Partners’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 		$670K Sell
4,566
-202
-4% -$29.4K 0.06% 136
2026
Q1 		$689K Buy
4,768
+395
+9% +$59.9K 0.06% 130
2025
Q4 		$685K Buy
4,373
+2,044
+88% +$301K 0.05% 148
2025
Q3 		$357K Sell
2,329
-55
-2% -$8.59K 0.03% 149
2025
Q2 		$376K Buy
2,384
+268
+13% +$43.7K 0.03% 149
2025
Q1 		$351K Hold
2,116
– – 0.04% 139
2024
Q4 		$343K Buy
+2,116
New +$360K 0.03% 135

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

Guardian Partners's PG Position: Q2 2026 in Review

Guardian Partners reduced its Procter & Gamble (PG) stake by 4.2% in Q2 2026, selling an estimated $29.4K and leaving 4,566 shares worth $670K. The position accounts for 0.06% of the portfolio, ranked #136.

Guardian Partners first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $689K in Q1 2026. 4,026 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Guardian Partners held 4,566 shares of Procter & Gamble worth $670K as of Q2 2026.
  • Guardian Partners sold 202 Procter & Gamble shares in Q2 2026, an estimated $29.4K.
  • Procter & Gamble made up 0.06% of Guardian Partners's portfolio in Q2 2026, its #136 holding.
  • Guardian Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's Procter & Gamble position peaked at $689K in Q1 2026.
  • 4,026 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.