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

Keebeck 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 		$2.05M Sell
14,013
-156
-1% -$22.7K 0.2% 115
2026
Q1 		$2.05M Buy
14,169
+693
+5% +$105K 0.23% 108
2025
Q4 		$1.93M Buy
13,476
+86
+0.6% +$12.7K 0.22% 112
2025
Q3 		$2.06M Buy
13,390
+257
+2% +$40.1K 0.24% 105
2025
Q2 		$2.09M Sell
13,133
-380
-3% -$62K 0.27% 93
2025
Q1 		$2.3M Buy
13,513
+995
+8% +$167K 0.34% 85
2024
Q4 		$2.1M Buy
12,518
+135
+1% +$23K 0.3% 87
2024
Q3 		$2.14M Buy
12,383
+12
+0.1% +$2.04K 0.31% 85
2024
Q2 		$2.04M Hold
12,371
– – 0.3% 89
2024
Q1 		$2.01M Sell
12,371
-627
-5% -$98.3K 0.3% 92
2023
Q4 		$1.9M Sell
12,998
-223
-2% -$33K 0.31% 86
2023
Q3 		$1.93M Sell
13,221
-251
-2% -$38.3K 0.34% 79
2023
Q2 		$2.04M Hold
13,472
– – 0.28% 87
2023
Q1 		$2M Buy
13,472
+300
+2% +$42.9K 0.32% 80
2022
Q4 		$2M Sell
13,172
-170
-1% -$23.8K 0.35% 69
2022
Q3 		$1.68M Buy
13,342
+1
+0% +$142 0.32% 72
2022
Q2 		$1.92M Sell
13,341
-16,932
-56% -$2.54M 0.37% 68
2022
Q1 		$4.63M Buy
30,273
+1
+0% +$156 0.77% 29
2021
Q4 		$4.95M Buy
30,272
+466
+2% +$69.2K 0.88% 25
2021
Q3 		$4.17M Sell
29,806
-1,386
-4% -$196K 0.82% 29
2021
Q2 		$4.21M Buy
31,192
+528
+2% +$71.4K 0.61% 38
2021
Q1 		$4.15M Buy
30,664
+428
+1% +$55.8K 0.65% 37
2020
Q4 		$4.21M Buy
30,236
+291
+1% +$40.7K 0.73% 32
2020
Q3 		$4.16M Sell
29,945
-388
-1% -$51.5K 0.86% 26
2020
Q2 		$3.63M Sell
30,333
-217
-0.7% -$25.3K 1.15% 17
2020
Q1 		$3.36M Sell
30,550
-110
-0.4% -$13.2K 1.4% 16
2019
Q4 		$3.83M Buy
+30,660
New +$3.75M 1.21% 23

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

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

Keebeck Wealth Management reduced its Procter & Gamble (PG) stake by 1.1% in Q2 2026, selling an estimated $22.7K and leaving 14,013 shares worth $2.05M. The position accounts for 0.2% of the portfolio, ranked #115.

Keebeck Wealth Management first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.95M in Q4 2021. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Keebeck Wealth Management held 14,013 shares of Procter & Gamble worth $2.05M as of Q2 2026.
  • Keebeck Wealth Management sold 156 Procter & Gamble shares in Q2 2026, an estimated $22.7K.
  • Procter & Gamble made up 0.2% of Keebeck Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Keebeck Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Keebeck Wealth Management's Procter & Gamble position peaked at $4.95M in Q4 2021.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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