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Liberty Square Wealth Partners’s Procter & Gamble PG Stock Holding History

Liberty Square 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 		$241K Sell
1,643
-308
-16% -$44.8K 0.06% 130
2026
Q1 		$282K Sell
1,951
-42
-2% -$6.37K 0.08% 111
2025
Q4 		$286K Hold
1,993
– – 0.08% 110
2025
Q3 		$306K Sell
1,993
-218
-10% -$34K 0.09% 114
2025
Q2 		$352K Sell
2,211
-4,316
-66% -$704K 0.12% 101
2025
Q1 		$1.11M Hold
6,527
– – 0.42% 42
2024
Q4 		$1.06M Buy
+6,527
New +$1.11M 0.39% 48

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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

Liberty Square Wealth Partners's PG Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Procter & Gamble (PG) stake by 16% in Q2 2026, selling an estimated $44.8K and leaving 1,643 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #130.

Liberty Square Wealth Partners first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q1 2025. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Liberty Square Wealth Partners held 1,643 shares of Procter & Gamble worth $241K as of Q2 2026.
  • Liberty Square Wealth Partners sold 308 Procter & Gamble shares in Q2 2026, an estimated $44.8K.
  • Procter & Gamble made up 0.06% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • Liberty Square Wealth Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Liberty Square Wealth Partners's Procter & Gamble position peaked at $1.11M in Q1 2025.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.