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Horizon Family Wealth’s Procter & Gamble PG Stock Holding History

Horizon Family 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 		$212K Buy
1,442
+9
+0.6% +$1.31K 0.1% 89
2026
Q1 		$207K Sell
1,433
-2
-0.1% -$303 0.11% 88
2025
Q4 		$206K Sell
1,435
-25
-2% -$3.69K 0.11% 83
2025
Q3 		$224K Buy
1,460
+10
+0.7% +$1.56K 0.13% 77
2025
Q2 		$231K Buy
1,450
+9
+0.6% +$1.47K 0.14% 74
2025
Q1 		$246K Sell
1,441
-37
-3% -$6.2K 0.16% 63
2024
Q4 		$248K Sell
1,478
-14
-0.9% -$2.38K 0.16% 73
2024
Q3 		$258K Buy
1,492
+9
+0.6% +$1.53K 0.18% 70
2024
Q2 		$245K Buy
1,483
+10
+0.7% +$1.64K 0.19% 71
2024
Q1 		$239K Buy
1,473
+8
+0.5% +$1.25K 0.18% 67
2023
Q4 		$215K Buy
1,465
+9
+0.6% +$1.33K 0.18% 65
2023
Q3 		$212K Buy
1,456
+9
+0.6% +$1.38K 0.21% 61
2023
Q2 		$220K Sell
1,447
-162
-10% -$24.4K 0.21% 61
2023
Q1 		$239K Buy
1,609
+4
+0.2% +$572 0.25% 49
2022
Q4 		$243K Buy
1,605
+21
+1% +$2.94K 0.28% 47
2022
Q3 		$201K Buy
1,584
+48
+3% +$6.82K 0.25% 52
2022
Q2 		$221K Sell
1,536
-16
-1% -$2.4K 0.26% 50
2022
Q1 		$237K Buy
1,552
+46
+3% +$7.2K 0.24% 54
2021
Q4 		$246K Buy
+1,506
New +$224K 0.25% 41

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

Horizon Family Wealth's PG Position: Q2 2026 in Review

Horizon Family Wealth increased its Procter & Gamble (PG) stake by 0.63% in Q2 2026, buying an estimated $1.31K and bringing the position to 1,442 shares worth $212K. The position accounts for 0.1% of the portfolio, ranked #89.

Horizon Family Wealth first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $258K in Q3 2024. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Horizon Family Wealth held 1,442 shares of Procter & Gamble worth $212K as of Q2 2026.
  • Horizon Family Wealth bought 9 Procter & Gamble shares in Q2 2026, an estimated $1.31K.
  • Procter & Gamble made up 0.1% of Horizon Family Wealth's portfolio in Q2 2026, its #89 holding.
  • Horizon Family Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Horizon Family Wealth's Procter & Gamble position peaked at $258K in Q3 2024.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.