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Lifestyle Asset Management’s Procter & Gamble PG Stock Holding History

Lifestyle Asset Management’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 		$342K Buy
2,331
+127
+6% +$18.5K 0.09% 103
2026
Q1 		$318K Sell
2,204
-11
-0.5% -$1.67K 0.1% 112
2025
Q4 		$317K Buy
2,215
+320
+17% +$47.2K 0.1% 108
2025
Q3 		$291K Buy
1,895
+379
+25% +$59.2K 0.1% 115
2025
Q2 		$242K Buy
1,516
+334
+28% +$54.5K 0.11% 115
2025
Q1 		$201K Buy
+1,182
New +$198K 0.11% 112
2024
Q1 		– Sell
-1,384
Closed -$203K – 114
2023
Q4 		$203K Sell
1,384
-91
-6% -$13.5K 0.11% 92
2023
Q3 		$215K Hold
1,475
– – 0.13% 74
2023
Q2 		$224K Sell
1,475
-69
-4% -$10.4K 0.13% 74
2023
Q1 		$230K Sell
1,544
-6
-0.4% -$858 0.15% 64
2022
Q4 		$235K Buy
+1,550
New +$217K 0.19% 57

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

Lifestyle Asset Management's PG Position: Q2 2026 in Review

Lifestyle Asset Management increased its Procter & Gamble (PG) stake by 5.8% in Q2 2026, buying an estimated $18.5K and bringing the position to 2,331 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #103.

Lifestyle Asset Management first reported a position in PG in Q4 2022 and has held it in 11 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Lifestyle Asset Management held 2,331 shares of Procter & Gamble worth $342K as of Q2 2026.
  • Lifestyle Asset Management bought 127 Procter & Gamble shares in Q2 2026, an estimated $18.5K.
  • Procter & Gamble made up 0.09% of Lifestyle Asset Management's portfolio in Q2 2026, its #103 holding.
  • Lifestyle Asset Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 11 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.