MFWP
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Mosaic Family Wealth Partners’s Procter & Gamble PG Stock Holding History

Mosaic Family 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 		$3.41M Buy
23,255
+11,456
+97% +$1.67M 0.23% 71
2026
Q1 		$1.7M Buy
11,799
+3,006
+34% +$456K 0.17% 79
2025
Q4 		$1.26M Sell
8,793
-37
-0.4% -$5.46K 0.14% 86
2025
Q3 		$1.36M Buy
8,830
+159
+2% +$24.8K 0.16% 67
2025
Q2 		$1.38M Sell
8,671
-163
-2% -$26.6K 0.18% 60
2025
Q1 		$1.51M Buy
8,834
+135
+2% +$22.6K 0.21% 51
2024
Q4 		$1.46M Buy
8,699
+15
+0.2% +$2.56K 0.21% 52
2024
Q3 		$1.5M Sell
8,684
-15
-0.2% -$2.55K 0.22% 50
2024
Q2 		$1.43M Sell
8,699
-46
-0.5% -$7.52K 0.23% 53
2024
Q1 		$1.42M Buy
8,745
+1,142
+15% +$179K 0.23% 51
2023
Q4 		$1.11M Buy
7,603
+84
+1% +$12.4K 0.19% 60
2023
Q3 		$1.1M Buy
7,519
+5
+0.1% +$764 0.22% 51
2023
Q2 		$1.14M Buy
7,514
+2
+0% +$301 0.22% 50
2023
Q1 		$1.12M Buy
7,512
+8
+0.1% +$1.14K 0.23% 50
2022
Q4 		$1.14M Buy
+7,504
New +$1.05M 0.32% 51

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

Mosaic Family Wealth Partners's PG Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Procter & Gamble (PG) stake by 97% in Q2 2026, buying an estimated $1.67M and bringing the position to 23,255 shares worth $3.41M. The position accounts for 0.23% of the portfolio, ranked #71.

Mosaic Family Wealth Partners first reported a position in PG in Q4 2022 and has held it in 15 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Mosaic Family Wealth Partners held 23,255 shares of Procter & Gamble worth $3.41M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 11,456 Procter & Gamble shares in Q2 2026, an estimated $1.67M.
  • Procter & Gamble made up 0.23% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #71 holding.
  • Mosaic Family Wealth Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.