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Madison Wealth Partners’s Procter & Gamble PG Stock Holding History

Madison 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 		$772K Buy
5,261
+734
+16% +$107K 0.1% 112
2026
Q1 		$654K Buy
4,527
+1,054
+30% +$160K 0.1% 90
2025
Q4 		$498K Buy
3,473
+1,359
+64% +$200K 0.09% 98
2025
Q3 		$325K Buy
2,114
+7
+0.3% +$1.09K 0.06% 122
2025
Q2 		$336K Buy
2,107
+1
+0% +$163 0.07% 115
2025
Q1 		$359K Buy
2,106
+36
+2% +$6.03K 0.09% 98
2024
Q4 		$347K Buy
2,070
+1
+0% +$170 0.1% 104
2024
Q3 		$358K Buy
2,069
+74
+4% +$12.6K 0.11% 98
2024
Q2 		$329K Sell
1,995
-49
-2% -$8.01K 0.11% 85
2024
Q1 		$332K Sell
2,044
-218
-10% -$34.2K 0.12% 86
2023
Q4 		$331K Buy
2,262
+208
+10% +$30.8K 0.13% 81
2023
Q3 		$300K Buy
2,054
+25
+1% +$3.82K 0.15% 65
2023
Q2 		$308K Sell
2,029
-75
-4% -$11.3K 0.14% 67
2023
Q1 		$313K Sell
2,104
-250
-11% -$35.7K 0.16% 62
2022
Q4 		$357K Buy
2,354
+80
+4% +$11.2K 0.21% 55
2022
Q3 		$287K Buy
2,274
+234
+11% +$33.2K 0.19% 57
2022
Q2 		$293K Hold
2,040
– – 0.19% 59
2022
Q1 		$312K Buy
2,040
+14
+0.7% +$2.19K 0.17% 52
2021
Q4 		$331K Buy
2,026
+71
+4% +$10.5K 0.17% 49
2021
Q3 		$273K Hold
1,955
– – 0.15% 52
2021
Q2 		$264K Buy
+1,955
New +$265K 0.15% 52

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

Madison Wealth Partners's PG Position: Q2 2026 in Review

Madison Wealth Partners increased its Procter & Gamble (PG) stake by 16% in Q2 2026, buying an estimated $107K and bringing the position to 5,261 shares worth $772K. The position accounts for 0.1% of the portfolio, ranked #112.

Madison Wealth Partners first reported a position in PG in Q2 2021 and has held it in 21 quarters since. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Madison Wealth Partners held 5,261 shares of Procter & Gamble worth $772K as of Q2 2026.
  • Madison Wealth Partners bought 734 Procter & Gamble shares in Q2 2026, an estimated $107K.
  • Procter & Gamble made up 0.1% of Madison Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • Madison Wealth Partners first reported a position in Procter & Gamble in Q2 2021 and has held it in 21 quarters since.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.