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Legacy Capital Wealth Partners’s Procter & Gamble PG Stock Holding History

Legacy Capital 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 		$1.13M Buy
7,739
+914
+13% +$133K 0.22% 94
2026
Q1 		$986K Buy
6,825
+719
+12% +$109K 0.2% 105
2025
Q4 		$875K Buy
6,106
+771
+14% +$114K 0.19% 113
2025
Q3 		$820K Sell
5,335
-81
-1% -$12.7K 0.18% 117
2025
Q2 		$863K Sell
5,416
-300
-5% -$49K 0.2% 102
2025
Q1 		$974K Buy
5,716
+10
+0.2% +$1.68K 0.24% 82
2024
Q4 		$957K Buy
5,706
+646
+13% +$110K 0.24% 81
2024
Q3 		$876K Sell
5,060
-338
-6% -$57.4K 0.18% 116
2024
Q2 		$890K Buy
5,398
+2,001
+59% +$327K 0.23% 84
2024
Q1 		$530K Sell
3,397
-743
-18% -$117K 0.38% 64
2023
Q4 		$607K Sell
4,140
-227
-5% -$33.6K 0.17% 125
2023
Q3 		$637K Buy
+4,367
New +$667K 0.17% 118
2023
Q2 		– Sell
-3,822
Closed -$568K – 177
2023
Q1 		$568K Buy
+3,822
New +$546K 0.16% 125
2021
Q1 		– Sell
-574
Closed -$80K – 101
2020
Q4 		$80K Buy
+574
New +$80.2K 0.03% 90

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

Legacy Capital Wealth Partners's PG Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Procter & Gamble (PG) stake by 13% in Q2 2026, buying an estimated $133K and bringing the position to 7,739 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #94.

Legacy Capital Wealth Partners first reported a position in PG in Q4 2020 and has held it in 14 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Legacy Capital Wealth Partners held 7,739 shares of Procter & Gamble worth $1.13M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 914 Procter & Gamble shares in Q2 2026, an estimated $133K.
  • Procter & Gamble made up 0.22% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #94 holding.
  • Legacy Capital Wealth Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 14 quarters since.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.