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Legacy Solutions LLC’s Procter & Gamble PG Stock Holding History

Legacy Solutions LLC’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 		$283K Buy
1,928
+71
+4% +$10.3K 0.23% 65
2026
Q1 		$268K Sell
1,857
-59
-3% -$8.95K 0.25% 60
2025
Q4 		$275K Sell
1,916
-35
-2% -$5.16K 0.24% 61
2025
Q3 		$300K Sell
1,951
-3
-0.2% -$469 0.27% 56
2025
Q2 		$311K Buy
1,954
+151
+8% +$24.6K 0.3% 54
2025
Q1 		$307K Buy
1,803
+2
+0.1% +$335 0.34% 45
2024
Q4 		$302K Buy
+1,801
New +$307K 0.33% 48

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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 Solutions LLC's PG Position: Q2 2026 in Review

Legacy Solutions LLC increased its Procter & Gamble (PG) stake by 3.8% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,928 shares worth $283K. The position accounts for 0.23% of the portfolio, ranked #65.

Legacy Solutions LLC first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $311K in Q2 2025. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Legacy Solutions LLC held 1,928 shares of Procter & Gamble worth $283K as of Q2 2026.
  • Legacy Solutions LLC bought 71 Procter & Gamble shares in Q2 2026, an estimated $10.3K.
  • Procter & Gamble made up 0.23% of Legacy Solutions LLC's portfolio in Q2 2026, its #65 holding.
  • Legacy Solutions LLC first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Legacy Solutions LLC's Procter & Gamble position peaked at $311K in Q2 2025.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.