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

Mindset 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 		$257K Hold
1,754
– – 0.05% 155
2026
Q1 		$253K Hold
1,754
– – 0.07% 143
2025
Q4 		$251K Sell
1,754
-270
-13% -$39.8K 0.07% 155
2025
Q3 		$311K Hold
2,024
– – 0.08% 117
2025
Q2 		$322K Sell
2,024
-422
-17% -$68.9K 0.11% 105
2025
Q1 		$417K Buy
2,446
+735
+43% +$123K 0.16% 78
2024
Q4 		$287K Sell
1,711
-218
-11% -$37.1K 0.1% 97
2024
Q3 		$334K Buy
+1,929
New +$327K 0.14% 86

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

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

Mindset Wealth Management held its Procter & Gamble (PG) position steady in Q2 2026 at 1,754 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #155.

Mindset Wealth Management first reported a position in PG in Q3 2024 and has held it in 8 quarters since. The position peaked at $417K in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Mindset Wealth Management held 1,754 shares of Procter & Gamble worth $257K as of Q2 2026.
  • Mindset Wealth Management left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.05% of Mindset Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Mindset Wealth Management first reported a position in Procter & Gamble in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's Procter & Gamble position peaked at $417K in Q1 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.