MWM
PG icon

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

Massachusetts 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 		$1.64M Buy
11,160
+200
+2% +$29.1K 0.62% 56
2026
Q1 		$1.58M Buy
10,960
+210
+2% +$31.8K 0.69% 57
2025
Q4 		$1.54M Buy
10,750
+103
+1% +$15.2K 0.72% 54
2025
Q3 		$1.64M Sell
10,647
-135
-1% -$21.1K 0.81% 54
2025
Q2 		$1.72M Buy
10,782
+175
+2% +$28.6K 0.97% 45
2025
Q1 		$1.81M Sell
10,607
-284
-3% -$47.6K 1.24% 39
2024
Q4 		$1.83M Hold
10,891
– – 1.13% 43
2024
Q3 		$1.89M Buy
10,891
+25
+0.2% +$4.24K 1.19% 41
2024
Q2 		$1.79M Sell
10,866
-125
-1% -$20.4K 1.2% 36
2024
Q1 		$1.78M Buy
10,991
+100
+0.9% +$15.7K 1.26% 34
2023
Q4 		$1.6M Buy
10,891
+92
+0.9% +$13.6K 1.29% 32
2023
Q3 		$1.58M Sell
10,799
-225
-2% -$34.4K 1.45% 24
2023
Q2 		$1.67M Buy
11,024
+25
+0.2% +$3.77K 1.6% 17
2023
Q1 		$1.64M Sell
10,999
-300
-3% -$42.9K 1.69% 21
2022
Q4 		$1.61M Buy
+11,299
New +$1.58M 1.55% 23

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

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

Massachusetts Wealth Management increased its Procter & Gamble (PG) stake by 1.8% in Q2 2026, buying an estimated $29.1K and bringing the position to 11,160 shares worth $1.64M. The position accounts for 0.62% of the portfolio, ranked #56.

Massachusetts Wealth Management first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.89M in Q3 2024. 4,021 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Massachusetts Wealth Management held 11,160 shares of Procter & Gamble worth $1.64M as of Q2 2026.
  • Massachusetts Wealth Management bought 200 Procter & Gamble shares in Q2 2026, an estimated $29.1K.
  • Procter & Gamble made up 0.62% of Massachusetts Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Massachusetts Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's Procter & Gamble position peaked at $1.89M in Q3 2024.
  • 4,021 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.