Marshall & Sterling Wealth Advisors’s Procter & Gamble PG Stock Holding History

Marshall & Sterling Wealth Advisors’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	$884K	Buy	6,031 +1	+0%	+$146	0.52%	41
2026 Q1	$871K	Sell	6,030 -707	-10%	-$107K	0.57%	39
2025 Q4	$965K	Sell	6,737 -366	-5%	-$54K	0.64%	33
2025 Q3	$1.09M	Sell	7,103 -218	-3%	-$34K	0.7%	30
2025 Q2	$1.17M	Sell	7,321 -175	-2%	-$28.6K	0.79%	30
2025 Q1	$1.28M	Sell	7,496 -983	-12%	-$165K	0.87%	32
2024 Q4	$1.42M	Buy	+8,479	New	+$1.44M	0.98%	30

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PG Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Procter & Gamble (PG) stake by 0.02% in Q2 2026, buying an estimated $146 and bringing the position to 6,031 shares worth $884K. The position accounts for 0.52% of the portfolio, ranked #41.

Marshall & Sterling Wealth Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q4 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Marshall & Sterling Wealth Advisors held 6,031 shares of Procter & Gamble worth $884K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 1 Procter & Gamble share in Q2 2026, an estimated $146.
Procter & Gamble made up 0.52% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Marshall & Sterling Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Procter & Gamble position peaked at $1.42M in Q4 2024.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.