LEA
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Legacy Edge Advisors’s Procter & Gamble PG Stock Holding History

Legacy Edge Advisors’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 		$508K Buy
3,467
+143
+4% +$20.8K 0.05% 139
2026
Q1 		$480K Buy
3,324
+124
+4% +$18.8K 0.05% 141
2025
Q4 		$459K Buy
3,200
+22
+0.7% +$3.24K 0.05% 139
2025
Q3 		$488K Sell
3,178
-271
-8% -$42.3K 0.06% 127
2025
Q2 		$549K Buy
3,449
+104
+3% +$17K 0.07% 111
2025
Q1 		$570K Buy
3,345
+73
+2% +$12.2K 0.09% 100
2024
Q4 		$547K Sell
3,272
-20
-0.6% -$3.41K 0.09% 100
2024
Q3 		$570K Buy
3,292
+54
+2% +$9.17K 0.09% 99
2024
Q2 		$534K Buy
3,238
+186
+6% +$30.4K 0.1% 99
2024
Q1 		$495K Sell
3,052
-4,316
-59% -$677K 0.1% 93
2023
Q4 		$1.08M Buy
+7,368
New +$1.09M 0.25% 59

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 $3.38T AUM 44.17% 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 Edge Advisors's PG Position: Q2 2026 in Review

Legacy Edge Advisors increased its Procter & Gamble (PG) stake by 4.3% in Q2 2026, buying an estimated $20.8K and bringing the position to 3,467 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #139.

Legacy Edge Advisors first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2023. 4,038 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Legacy Edge Advisors held 3,467 shares of Procter & Gamble worth $508K as of Q2 2026.
  • Legacy Edge Advisors bought 143 Procter & Gamble shares in Q2 2026, an estimated $20.8K.
  • Procter & Gamble made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #139 holding.
  • Legacy Edge Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Legacy Edge Advisors's Procter & Gamble position peaked at $1.08M in Q4 2023.
  • 4,038 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.