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

Moran 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 		$19M Sell
129,812
-4,787
-4% -$697K 0.52% 47
2026
Q1 		$19.4M Buy
134,599
+9,044
+7% +$1.37M 0.6% 42
2025
Q4 		$18M Sell
125,555
-4,271
-3% -$630K 0.55% 49
2025
Q3 		$19.9M Buy
129,826
+89,511
+222% +$14M 0.6% 45
2025
Q2 		$6.42M Buy
+40,315
New +$6.58M 0.2% 142

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

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

Moran Wealth Management reduced its Procter & Gamble (PG) stake by 3.6% in Q2 2026, selling an estimated $697K and leaving 129,812 shares worth $19M. The position accounts for 0.52% of the portfolio, ranked #47.

Moran Wealth Management first reported a position in PG in Q2 2025 and has held it in 5 quarters since. The position peaked at $19.9M in Q3 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Moran Wealth Management held 129,812 shares of Procter & Gamble worth $19M as of Q2 2026.
  • Moran Wealth Management sold 4,787 Procter & Gamble shares in Q2 2026, an estimated $697K.
  • Procter & Gamble made up 0.52% of Moran Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Moran Wealth Management first reported a position in Procter & Gamble in Q2 2025 and has held it in 5 quarters since.
  • Moran Wealth Management's Procter & Gamble position peaked at $19.9M in Q3 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.