MWP
PG icon

Meridian Wealth Partners’s Procter & Gamble PG Stock Holding History

Meridian Wealth Partners’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 		$289K Sell
1,973
-58
-3% -$8.44K 0.04% 99
2026
Q1 		$293K Sell
2,031
-85
-4% -$12.9K 0.04% 89
2025
Q4 		$303K Sell
2,116
-404
-16% -$59.6K 0.04% 85
2025
Q3 		$387K Sell
2,520
-1,136
-31% -$177K 0.05% 74
2025
Q2 		$582K Sell
3,656
-1
-0% -$163 0.08% 54
2025
Q1 		$623K Sell
3,657
-907
-20% -$152K 0.1% 51
2024
Q4 		$765K Buy
4,564
+697
+18% +$119K 0.12% 49
2024
Q3 		$670K Sell
3,867
-45
-1% -$7.64K 0.1% 50
2024
Q2 		$645K Buy
3,912
+187
+5% +$30.6K 0.11% 46
2024
Q1 		$604K Buy
3,725
+189
+5% +$29.6K 0.11% 48
2023
Q4 		$518K Sell
3,536
-129
-4% -$19.1K 0.1% 54
2023
Q3 		$535K Sell
3,665
-730
-17% -$112K 0.11% 44
2023
Q2 		$667K Sell
4,395
-206
-4% -$31K 0.14% 41
2023
Q1 		$684K Buy
4,601
+193
+4% +$27.6K 0.15% 38
2022
Q4 		$668K Sell
4,408
-107
-2% -$15K 0.15% 38
2022
Q3 		$570K Buy
4,515
+80
+2% +$11.4K 0.14% 41
2022
Q2 		$638K Buy
4,435
+856
+24% +$129K 0.15% 40
2022
Q1 		$547K Buy
3,579
+246
+7% +$38.5K 0.12% 48
2021
Q4 		$545K Buy
3,333
+455
+16% +$67.6K 0.11% 43
2021
Q3 		$402K Buy
2,878
+39
+1% +$5.53K 0.09% 45
2021
Q2 		$383K Buy
2,839
+22
+0.8% +$2.98K 0.09% 46
2021
Q1 		$382K Sell
2,817
-436
-13% -$56.9K 0.11% 43
2020
Q4 		$453K Buy
3,253
+9
+0.3% +$1.26K 0.19% 36
2020
Q3 		$451K Buy
3,244
+25
+0.8% +$3.32K 0.23% 32
2020
Q2 		$385K Sell
3,219
-102
-3% -$11.9K 0.21% 35
2020
Q1 		$366K Buy
3,321
+122
+4% +$14.6K 0.22% 37
2019
Q4 		$399K Buy
+3,199
New +$391K 0.25% 32

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

Meridian Wealth Partners's PG Position: Q2 2026 in Review

Meridian Wealth Partners reduced its Procter & Gamble (PG) stake by 2.9% in Q2 2026, selling an estimated $8.44K and leaving 1,973 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #99.

Meridian Wealth Partners first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $765K in Q4 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Meridian Wealth Partners held 1,973 shares of Procter & Gamble worth $289K as of Q2 2026.
  • Meridian Wealth Partners sold 58 Procter & Gamble shares in Q2 2026, an estimated $8.44K.
  • Procter & Gamble made up 0.04% of Meridian Wealth Partners's portfolio in Q2 2026, its #99 holding.
  • Meridian Wealth Partners first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Meridian Wealth Partners's Procter & Gamble position peaked at $765K in Q4 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.