Johnson & White Wealth Management’s Procter & Gamble PG Stock Holding History

Johnson & White 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	$1.07M	Buy	7,264 +1,357	+23%	+$198K	0.4%	54
2026 Q1	$853K	Sell	5,907 -117	-2%	-$17.7K	0.36%	56
2025 Q4	$863K	Buy	6,024 +308	+5%	+$45.4K	0.38%	56
2025 Q3	$878K	Buy	5,716 +115	+2%	+$18K	0.4%	52
2025 Q2	$892K	Sell	5,601 -195	-3%	-$31.8K	0.45%	49
2025 Q1	$988K	Buy	5,796 +54	+0.9%	+$9.04K	0.55%	44
2024 Q4	$953K	Buy	+5,742	New	+$978K	0.58%	42
2024 Q2	–	Sell	-5,058	Closed	-$821K	–	79
2024 Q1	$821K	Buy	5,058 +266	+6%	+$41.7K	0.6%	43
2023 Q4	$702K	Buy	4,792 +104	+2%	+$15.4K	0.58%	44
2023 Q3	$684K	Buy	+4,688	New	+$716K	0.62%	42
2023 Q2	–	Sell	-4,687	Closed	-$697K	–	64
2023 Q1	$697K	Buy	+4,687	New	+$670K	0.62%	40
2022 Q4	–	Sell	-4,320	Closed	-$545K	–	111
2022 Q3	$545K	Buy	+4,320	New	+$614K	0.61%	39

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

Johnson & White Wealth Management's PG Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Procter & Gamble (PG) stake by 23% in Q2 2026, buying an estimated $198K and bringing the position to 7,264 shares worth $1.07M. The position accounts for 0.4% of the portfolio, ranked #54.

Johnson & White Wealth Management first reported a position in PG in Q3 2022 and has held it in 12 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Johnson & White Wealth Management held 7,264 shares of Procter & Gamble worth $1.07M as of Q2 2026.
Johnson & White Wealth Management bought 1,357 Procter & Gamble shares in Q2 2026, an estimated $198K.
Procter & Gamble made up 0.4% of Johnson & White Wealth Management's portfolio in Q2 2026, its #54 holding.
Johnson & White Wealth Management first reported a position in Procter & Gamble in Q3 2022 and has held it in 12 quarters since.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.