LWA
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Lifelong Wealth Advisors’s Procter & Gamble PG Stock Holding History

Lifelong Wealth 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 		$296K Sell
2,017
-25
-1% -$3.64K 0.07% 84
2026
Q1 		$295K Buy
2,042
+91
+5% +$13.8K 0.08% 75
2025
Q4 		$280K Sell
1,951
-77
-4% -$11.4K 0.07% 74
2025
Q3 		$312K Buy
2,028
+65
+3% +$10.2K 0.09% 63
2025
Q2 		$313K Buy
1,963
+34
+2% +$5.55K 0.1% 59
2025
Q1 		$329K Buy
1,929
+15
+0.8% +$2.51K 0.15% 48
2024
Q4 		$321K Buy
+1,914
New +$326K 0.14% 46

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

Lifelong Wealth Advisors's PG Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its Procter & Gamble (PG) stake by 1.2% in Q2 2026, selling an estimated $3.64K and leaving 2,017 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #84.

Lifelong Wealth Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $329K in Q1 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Lifelong Wealth Advisors held 2,017 shares of Procter & Gamble worth $296K as of Q2 2026.
  • Lifelong Wealth Advisors sold 25 Procter & Gamble shares in Q2 2026, an estimated $3.64K.
  • Procter & Gamble made up 0.07% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Lifelong Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Lifelong Wealth Advisors's Procter & Gamble position peaked at $329K in Q1 2025.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.