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Legacy Financial Strategies’s Procter & Gamble PG Stock Holding History

Legacy Financial Strategies’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 		$275K Sell
1,875
-87
-4% -$12.7K 0.04% 127
2026
Q1 		$283K Buy
1,962
+85
+5% +$12.9K 0.05% 117
2025
Q4 		$269K Sell
1,877
-113
-6% -$16.7K 0.05% 116
2025
Q3 		$306K Sell
1,990
-203
-9% -$31.7K 0.06% 104
2025
Q2 		$349K Buy
2,193
+244
+13% +$39.8K 0.07% 90
2025
Q1 		$332K Sell
1,949
-429
-18% -$71.9K 0.07% 83
2024
Q4 		$395K Buy
2,378
+100
+4% +$17K 0.09% 80
2024
Q3 		$395K Buy
+2,278
New +$387K 0.09% 75
2023
Q3 		– Sell
-1,454
Closed -$221K – 81
2023
Q2 		$221K Buy
+1,454
New +$219K 0.07% 72
2022
Q1 		– Sell
-1,343
Closed -$220K – 68
2021
Q4 		$220K Buy
+1,343
New +$199K 0.1% 61
2021
Q3 		– Sell
-1,734
Closed -$234K – 64
2021
Q2 		$234K Hold
1,734
– – 0.11% 59
2021
Q1 		$235K Sell
1,734
-16
-0.9% -$2.09K 0.12% 59
2020
Q4 		$243K Buy
1,750
+43
+3% +$6.01K 0.12% 59
2020
Q3 		$237K Hold
1,707
– – 0.14% 58
2020
Q2 		$204K Buy
+1,707
New +$199K 0.16% 56
2020
Q1 		– Sell
-1,726
Closed -$216K – 59
2019
Q4 		$216K Sell
1,726
-84
-5% -$10.3K 0.17% 63
2019
Q3 		$223K Buy
+1,810
New +$214K 0.2% 58

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 Financial Strategies's PG Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Procter & Gamble (PG) stake by 4.4% in Q2 2026, selling an estimated $12.7K and leaving 1,875 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #127.

Legacy Financial Strategies first reported a position in PG in Q3 2019 and has held it in 17 quarters since. The position peaked at $395K in Q4 2024. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Legacy Financial Strategies held 1,875 shares of Procter & Gamble worth $275K as of Q2 2026.
  • Legacy Financial Strategies sold 87 Procter & Gamble shares in Q2 2026, an estimated $12.7K.
  • Procter & Gamble made up 0.04% of Legacy Financial Strategies's portfolio in Q2 2026, its #127 holding.
  • Legacy Financial Strategies first reported a position in Procter & Gamble in Q3 2019 and has held it in 17 quarters since.
  • Legacy Financial Strategies's Procter & Gamble position peaked at $395K in Q4 2024.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.