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LeClair Wealth Partners’s Procter & Gamble PG Stock Holding History

LeClair Wealth Partners’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 		$372K Buy
+2,535
New +$369K 0.19% 83
2026
Q1 		– Sell
-2,649
Closed -$380K – 166
2025
Q4 		$380K Sell
2,649
-128
-5% -$18.9K 0.22% 63
2025
Q3 		$427K Sell
2,777
-21
-0.8% -$3.28K 0.27% 55
2025
Q2 		$446K Buy
2,798
+1
+0% +$163 0.3% 57
2025
Q1 		$477K Buy
2,797
+2
+0.1% +$335 0.34% 56
2024
Q4 		$469K Buy
+2,795
New +$476K 0.31% 62

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

LeClair Wealth Partners's PG Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Procter & Gamble (PG) in Q2 2026: 2,535 shares worth $372K. The stake represents 0.19% of the portfolio and ranks #83 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in PG as recently as Q4 2025.

LeClair Wealth Partners first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $477K in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • LeClair Wealth Partners held 2,535 shares of Procter & Gamble worth $372K as of Q2 2026.
  • Procter & Gamble was a new LeClair Wealth Partners position in Q2 2026.
  • Procter & Gamble made up 0.19% of LeClair Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • LeClair Wealth Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • LeClair Wealth Partners's Procter & Gamble position peaked at $477K in Q1 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.