Icon Wealth Advisors’s Procter & Gamble PG Stock Holding History

Icon Wealth Advisors’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	$3.8M	Buy	25,936 +192	+0.7%	+$27.9K	0.23%	72
2026 Q1	$3.77M	Sell	25,744 -8,922	-26%	-$1.35M	0.24%	67
2025 Q4	$4.97M	Sell	34,666 -1,521	-4%	-$224K	0.33%	59
2025 Q3	$5.56M	Sell	36,187 -527	-1%	-$82.3K	0.38%	52
2025 Q2	$5.85M	Buy	36,714 +4,239	+13%	+$692K	0.42%	50
2025 Q1	$5.53M	Buy	32,475 +2,028	+7%	+$340K	0.46%	49
2024 Q4	$5.1M	Buy	30,447 +1,834	+6%	+$312K	0.42%	49
2024 Q3	$4.96M	Buy	28,613 +1,380	+5%	+$234K	0.41%	49
2024 Q2	$4.38M	Sell	27,233 -1,385	-5%	-$226K	0.39%	53
2024 Q1	$4.64M	Sell	28,618 -2,097	-7%	-$329K	0.43%	47
2023 Q4	$4.5M	Buy	+30,715	New	+$4.55M	0.47%	43
2022 Q4	$7.03M	Buy	46,388 +311	+0.7%	+$43.6K	0.81%	24
2022 Q3	$5.82M	Buy	+46,077	New	+$6.55M	0.71%	29

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

Icon Wealth Advisors's PG Position: Q2 2026 in Review

Icon Wealth Advisors increased its Procter & Gamble (PG) stake by 0.75% in Q2 2026, buying an estimated $27.9K and bringing the position to 25,936 shares worth $3.8M. The position accounts for 0.23% of the portfolio, ranked #72.

Icon Wealth Advisors first reported a position in PG in Q3 2022 and has held it in 13 quarters since. The position peaked at $7.03M in Q4 2022. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Icon Wealth Advisors held 25,936 shares of Procter & Gamble worth $3.8M as of Q2 2026.
Icon Wealth Advisors bought 192 Procter & Gamble shares in Q2 2026, an estimated $27.9K.
Procter & Gamble made up 0.23% of Icon Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Icon Wealth Advisors first reported a position in Procter & Gamble in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Procter & Gamble position peaked at $7.03M in Q4 2022.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.