MWM
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Marion Wealth Management’s Procter & Gamble PG Stock Holding History

Marion 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 		$2.14M Buy
14,602
+894
+7% +$130K 0.44% 54
2026
Q1 		$1.98M Buy
13,708
+1,064
+8% +$161K 0.44% 55
2025
Q4 		$1.9M Buy
12,644
+465
+4% +$68.6K 0.42% 57
2025
Q3 		$1.87M Buy
12,179
+165
+1% +$25.8K 0.44% 50
2025
Q2 		$1.91M Buy
12,014
+405
+3% +$66.1K 0.48% 50
2025
Q1 		$1.98M Buy
11,609
+7,612
+190% +$1.27M 0.53% 47
2024
Q4 		$670K Buy
3,997
+213
+6% +$36.3K 0.18% 83
2024
Q3 		$655K Buy
3,784
+422
+13% +$71.6K 0.17% 82
2024
Q2 		$554K Sell
3,362
-27
-0.8% -$4.41K 0.16% 86
2024
Q1 		$550K Buy
3,389
+599
+21% +$93.9K 0.16% 85
2023
Q4 		$409K Sell
2,790
-3,750
-57% -$555K 0.13% 90
2023
Q3 		$954K Buy
6,540
+4,766
+269% +$728K 0.34% 60
2023
Q2 		$269K Buy
1,774
+85
+5% +$12.8K 0.1% 96
2023
Q1 		$251K Hold
1,689
– – 0.09% 96
2022
Q4 		$256K Hold
1,689
– – 0.11% 92
2022
Q3 		$213K Buy
+1,689
New +$240K 0.11% 97

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

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

Marion Wealth Management increased its Procter & Gamble (PG) stake by 6.5% in Q2 2026, buying an estimated $130K and bringing the position to 14,602 shares worth $2.14M. The position accounts for 0.44% of the portfolio, ranked #54.

Marion Wealth Management first reported a position in PG in Q3 2022 and has held it in 16 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Marion Wealth Management held 14,602 shares of Procter & Gamble worth $2.14M as of Q2 2026.
  • Marion Wealth Management bought 894 Procter & Gamble shares in Q2 2026, an estimated $130K.
  • Procter & Gamble made up 0.44% of Marion Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Marion Wealth Management first reported a position in Procter & Gamble in Q3 2022 and has held it in 16 quarters since.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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