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Intentional Wealth Strategies’s Procter & Gamble PG Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-294
Closed -$42.5K – 672
2026
Q1 		$42.5K Buy
+294
New +$44.6K 0.04% 169

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

Intentional Wealth Strategies's PG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 294 shares — an estimated $42.5K sold.

Intentional Wealth Strategies first reported a position in PG in Q1 2026 and held it in 1 quarter. The position peaked at $42.5K in Q1 2026. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 294 Procter & Gamble shares in Q2 2026, an estimated $42.5K.
  • Intentional Wealth Strategies first reported a position in Procter & Gamble in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Procter & Gamble position peaked at $42.5K in Q1 2026.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.