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IMG Wealth Management’s Procter & Gamble PG Stock Holding History

IMG 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 		$107K Buy
727
+81
+13% +$11.8K 0.06% 151
2026
Q1 		$93.3K Sell
646
-192
-23% -$29.1K 0.06% 145
2025
Q4 		$120K Buy
838
+116
+16% +$17.1K 0.08% 120
2025
Q3 		$111K Hold
722
– – 0.08% 117
2025
Q2 		$115K Buy
722
+213
+42% +$34.8K 0.09% 110
2025
Q1 		$86.7K Hold
509
– – 0.08% 114
2024
Q4 		$85.3K Buy
+509
New +$86.7K 0.08% 111

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

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

IMG Wealth Management increased its Procter & Gamble (PG) stake by 13% in Q2 2026, buying an estimated $11.8K and bringing the position to 727 shares worth $107K. The position accounts for 0.06% of the portfolio, ranked #151.

IMG Wealth Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $120K in Q4 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • IMG Wealth Management held 727 shares of Procter & Gamble worth $107K as of Q2 2026.
  • IMG Wealth Management bought 81 Procter & Gamble shares in Q2 2026, an estimated $11.8K.
  • Procter & Gamble made up 0.06% of IMG Wealth Management's portfolio in Q2 2026, its #151 holding.
  • IMG Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's Procter & Gamble position peaked at $120K in Q4 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.