HFO
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Heritage Family Offices’s Procter & Gamble PG Stock Holding History

Heritage Family Offices’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 		$488K Buy
3,329
+1,165
+54% +$170K 0.19% 99
2026
Q1 		$313K Buy
+2,164
New +$328K 0.14% 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 $3.38T 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

Heritage Family Offices's PG Position: Q2 2026 in Review

Heritage Family Offices increased its Procter & Gamble (PG) stake by 54% in Q2 2026, buying an estimated $170K and bringing the position to 3,329 shares worth $488K. The position accounts for 0.19% of the portfolio, ranked #99.

Heritage Family Offices first reported a position in PG in Q1 2026 and has held it in 2 quarters since. 4,043 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Heritage Family Offices held 3,329 shares of Procter & Gamble worth $488K as of Q2 2026.
  • Heritage Family Offices bought 1,165 Procter & Gamble shares in Q2 2026, an estimated $170K.
  • Procter & Gamble made up 0.19% of Heritage Family Offices's portfolio in Q2 2026, its #99 holding.
  • Heritage Family Offices first reported a position in Procter & Gamble in Q1 2026 and has held it in 2 quarters since.
  • 4,043 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.