Heritage Wealth Management (Ohio)’s Procter & Gamble PG Stock Holding History

Heritage Wealth Management (Ohio)’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	$18.4M	Buy	+125,340	New	+$18.2M	4.59%	2
2026 Q1	–	Sell	-142,830	Closed	-$20.5M	–	221
2025 Q4	$20.5M	Sell	142,830 -7,984	-5%	-$1.18M	5.69%	1
2025 Q3	$23.2M	Buy	150,814 +37,198	+33%	+$5.81M	6.8%	1
2025 Q2	$18.1M	Buy	113,616 +16	+0%	+$2.61K	5.86%	2
2025 Q1	$19.4M	Sell	113,600 -1,958	-2%	-$328K	6.59%	1
2024 Q4	$19.4M	Sell	115,558 -1,561	-1%	-$266K	6.44%	1
2024 Q3	$20.3M	Sell	117,119 -1,028	-0.9%	-$175K	6.65%	1
2024 Q2	$19.5M	Buy	+118,147	New	+$19.3M	6.54%	1

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s PG Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Procter & Gamble (PG) in Q2 2026: 125,340 shares worth $18.4M. The stake represents 4.59% of the portfolio and ranks #2 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in PG as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in PG in Q2 2024 and has held it in 8 quarters since. The position peaked at $23.2M in Q3 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Heritage Wealth Management (Ohio) held 125,340 shares of Procter & Gamble worth $18.4M as of Q2 2026.
Procter & Gamble was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Procter & Gamble made up 4.59% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #2 holding.
Heritage Wealth Management (Ohio) first reported a position in Procter & Gamble in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Procter & Gamble position peaked at $23.2M in Q3 2025.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.