Maia Wealth
PG icon

Maia Wealth’s Procter & Gamble PG Stock Holding History

Maia Wealth’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
Q3 		$1.8M Buy
12,381
+2,198
+22% +$322K 0.25% 116
2026
Q2 		$1.49M Buy
10,183
+2,038
+25% +$297K 0.22% 126
2026
Q1 		$1.18M Buy
8,145
+1,540
+23% +$233K 0.2% 135
2025
Q4 		$1.06M Buy
6,605
+908
+16% +$134K 0.18% 133
2025
Q3 		$829K Sell
5,697
-204
-3% -$31.9K 0.14% 161
2025
Q2 		$940K Buy
5,901
+1,676
+40% +$274K 0.18% 138
2025
Q1 		$715K Sell
4,225
-133
-3% -$22.3K 0.16% 142
2024
Q4 		$738K Buy
4,358
+503
+13% +$85.7K 0.16% 123
2024
Q3 		$656K Buy
3,855
+520
+16% +$88.3K 0.16% 124
2024
Q2 		$549K Buy
+3,335
New +$545K 0.17% 113
2023
Q4 		$532K Buy
+3,630
New +$538K 0.21% 97

Other funds holding PG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Maia Wealth's PG Position: Q3 2026 in Review

Maia Wealth increased its Procter & Gamble (PG) stake by 22% in Q3 2026, buying an estimated $322K and bringing the position to 12,381 shares worth $1.8M. The position accounts for 0.25% of the portfolio, ranked #116.

Maia Wealth first reported a position in PG in Q4 2023 and has held it in 11 quarters since. 3,574 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Maia Wealth held 12,381 shares of Procter & Gamble worth $1.8M as of Q3 2026.
  • Maia Wealth bought 2,198 Procter & Gamble shares in Q3 2026, an estimated $322K.
  • Procter & Gamble made up 0.25% of Maia Wealth's portfolio in Q3 2026, its #116 holding.
  • Maia Wealth first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • 3,574 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.