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Morton Brown Family Wealth’s Procter & Gamble PG Stock Holding History

Morton Brown Family Wealth’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 		$26.1K Buy
178
+14
+9% +$2.04K 0.01% 148
2026
Q1 		$23.7K Hold
164
– – 0.01% 149
2025
Q4 		$23.5K Sell
164
-43
-21% -$6.34K 0.01% 141
2025
Q3 		$31.8K Sell
207
-44
-18% -$6.87K 0.01% 124
2025
Q2 		$40K Hold
251
– – 0.01% 119
2025
Q1 		$42.8K Buy
251
+115
+85% +$19.3K 0.01% 109
2024
Q4 		$22.8K Hold
136
– – 0.01% 134
2024
Q3 		$23.6K Hold
136
– – 0.01% 128
2024
Q2 		$22.9K Hold
136
– – 0.01% 125
2024
Q1 		$22.1K Sell
136
-281
-67% -$44.1K 0.01% 118
2023
Q4 		$61.1K Buy
417
+281
+207% +$41.6K 0.03% 90
2023
Q3 		$19.8K Hold
136
– – 0.01% 109
2023
Q2 		$20.6K Sell
136
-19
-12% -$2.86K 0.01% 102
2023
Q1 		$23K Buy
155
+19
+14% +$2.72K 0.01% 99
2022
Q4 		$20.6K Hold
136
– – 0.01% 98
2022
Q3 		$17K Sell
136
-41
-23% -$5.82K 0.01% 95
2022
Q2 		$25K Buy
177
+41
+30% +$6.16K 0.02% 88
2022
Q1 		$21K Sell
136
-155
-53% -$24.2K 0.02% 91
2021
Q4 		$48K Buy
+291
New +$43.2K 0.04% 77

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's PG Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Procter & Gamble (PG) stake by 8.5% in Q2 2026, buying an estimated $2.04K and bringing the position to 178 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #148.

Morton Brown Family Wealth first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $61.1K in Q4 2023. 4,043 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Morton Brown Family Wealth held 178 shares of Procter & Gamble worth $26.1K as of Q2 2026.
  • Morton Brown Family Wealth bought 14 Procter & Gamble shares in Q2 2026, an estimated $2.04K.
  • Procter & Gamble made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #148 holding.
  • Morton Brown Family Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's Procter & Gamble position peaked at $61.1K in Q4 2023.
  • 4,043 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.