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Maridea Wealth Management’s Procter & Gamble PG Stock Holding History

Maridea Wealth 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 		$407K Buy
2,774
+1,263
+84% +$184K 0.04% 351
2026
Q1 		$218K Buy
1,511
+62
+4% +$9.4K 0.03% 418
2025
Q4 		$208K Sell
1,449
-58
-4% -$8.55K 0.03% 388
2025
Q3 		$229K Buy
+1,507
New +$235K 0.04% 380
2025
Q2 		– Sell
-1,252
Closed -$213K – 305
2025
Q1 		$213K Buy
+1,252
New +$210K 0.07% 213

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

Maridea Wealth Management's PG Position: Q2 2026 in Review

Maridea Wealth Management increased its Procter & Gamble (PG) stake by 84% in Q2 2026, buying an estimated $184K and bringing the position to 2,774 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #351.

Maridea Wealth Management first reported a position in PG in Q1 2025 and has held it in 5 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Maridea Wealth Management held 2,774 shares of Procter & Gamble worth $407K as of Q2 2026.
  • Maridea Wealth Management bought 1,263 Procter & Gamble shares in Q2 2026, an estimated $184K.
  • Procter & Gamble made up 0.04% of Maridea Wealth Management's portfolio in Q2 2026, its #351 holding.
  • Maridea Wealth Management first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.