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Legacy Wealth Management (Idaho)’s Procter & Gamble PG Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-242
Closed -$35K – 733
2026
Q1 		$35K Buy
242
+3
+1% +$455 0.02% 318
2025
Q4 		$34.3K Buy
239
+148
+163% +$21.8K 0.02% 264
2025
Q3 		$14K Sell
91
-10
-10% -$1.56K 0.01% 310
2025
Q2 		$16.1K Sell
101
-31
-23% -$5.06K 0.01% 263
2025
Q1 		$22.5K Hold
132
– – 0.02% 227
2024
Q4 		$22.2K Sell
132
-9
-6% -$1.53K 0.01% 205
2024
Q3 		$23.5K Buy
+141
New +$23.9K 0.01% 197

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 Wealth Management (Idaho)'s PG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 242 shares — an estimated $35K sold.

Legacy Wealth Management (Idaho) first reported a position in PG in Q3 2024 and held it in 7 quarters. The position peaked at $35K in Q1 2026. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 242 Procter & Gamble shares in Q2 2026, an estimated $35K.
  • Legacy Wealth Management (Idaho) first reported a position in Procter & Gamble in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Procter & Gamble position peaked at $35K in Q1 2026.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.