HWM
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HB Wealth Management’s Procter & Gamble PG Stock Holding History

HB 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 		$39.4M Sell
268,418
-765
-0.3% -$111K 0.22% 59
2026
Q1 		$38.9M Buy
269,183
+2,494
+0.9% +$378K 0.25% 54
2025
Q4 		$38.2M Sell
266,689
-9,133
-3% -$1.35M 0.25% 54
2025
Q3 		$42.4M Buy
275,822
+13,661
+5% +$2.13M 0.29% 48
2025
Q2 		$41.8M Sell
262,161
-5,503
-2% -$898K 0.33% 42
2025
Q1 		$45.6M Buy
267,664
+51,071
+24% +$8.55M 0.38% 39
2024
Q4 		$36.3M Buy
216,593
+6,926
+3% +$1.18M 0.37% 32
2024
Q3 		$36.3M Buy
209,667
+4,351
+2% +$739K 0.39% 30
2024
Q2 		$33.9M Buy
205,316
+10,959
+6% +$1.79M 0.4% 30
2024
Q1 		$31.5M Buy
194,357
+8,735
+5% +$1.37M 0.4% 28
2023
Q4 		$27.2M Sell
185,622
-4,508
-2% -$668K 0.39% 27
2023
Q3 		$27.7M Buy
190,130
+7,829
+4% +$1.2M 0.45% 24
2023
Q2 		$27.7M Buy
182,301
+11,978
+7% +$1.81M 0.44% 26
2023
Q1 		$25.3M Buy
170,323
+3,519
+2% +$503K 0.44% 24
2022
Q4 		$25.3M Buy
166,804
+9,733
+6% +$1.36M 0.46% 27
2022
Q3 		$19.8M Buy
157,071
+9,333
+6% +$1.33M 0.42% 25
2022
Q2 		$21.2M Buy
147,738
+14,853
+11% +$2.23M 0.44% 22
2022
Q1 		$20.3M Buy
132,885
+13,177
+11% +$2.06M 0.38% 26
2021
Q4 		$19.6M Buy
+119,708
New +$17.8M 0.39% 21

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

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

HB Wealth Management reduced its Procter & Gamble (PG) stake by 0.28% in Q2 2026, selling an estimated $111K and leaving 268,418 shares worth $39.4M. The position accounts for 0.22% of the portfolio, ranked #59.

HB Wealth Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $45.6M in Q1 2025. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • HB Wealth Management held 268,418 shares of Procter & Gamble worth $39.4M as of Q2 2026.
  • HB Wealth Management sold 765 Procter & Gamble shares in Q2 2026, an estimated $111K.
  • Procter & Gamble made up 0.22% of HB Wealth Management's portfolio in Q2 2026, its #59 holding.
  • HB Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Procter & Gamble position peaked at $45.6M in Q1 2025.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.