Mosaic Financial Group’s Procter & Gamble PG Stock Holding History

Mosaic Financial Group’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	$335K	Sell	2,287 -147	-6%	-$21.4K	0.21%	95
2026 Q1	$352K	Sell	2,434 -1,133	-32%	-$172K	0.25%	83
2025 Q4	$511K	Buy	3,567 +8	+0.2%	+$1.18K	0.35%	63
2025 Q3	$547K	Buy	3,559 +8	+0.2%	+$1.25K	0.39%	58
2025 Q2	$566K	Buy	3,551 +7	+0.2%	+$1.14K	0.43%	56
2025 Q1	$604K	Buy	3,544 +7	+0.2%	+$1.17K	0.49%	48
2024 Q4	$593K	Sell	3,537 -361	-9%	-$61.5K	0.43%	51
2024 Q3	$675K	Buy	3,898 +169	+5%	+$28.7K	0.48%	50
2024 Q2	$615K	Buy	3,729 +6	+0.2%	+$981	0.44%	53
2024 Q1	$604K	Buy	+3,723	New	+$584K	0.48%	47

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mosaic Financial Group's PG Position: Q2 2026 in Review

Mosaic Financial Group reduced its Procter & Gamble (PG) stake by 6% in Q2 2026, selling an estimated $21.4K and leaving 2,287 shares worth $335K. The position accounts for 0.21% of the portfolio, ranked #95.

Mosaic Financial Group first reported a position in PG in Q1 2024 and has held it in 10 quarters since. The position peaked at $675K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Mosaic Financial Group held 2,287 shares of Procter & Gamble worth $335K as of Q2 2026.
Mosaic Financial Group sold 147 Procter & Gamble shares in Q2 2026, an estimated $21.4K.
Procter & Gamble made up 0.21% of Mosaic Financial Group's portfolio in Q2 2026, its #95 holding.
Mosaic Financial Group first reported a position in Procter & Gamble in Q1 2024 and has held it in 10 quarters since.
Mosaic Financial Group's Procter & Gamble position peaked at $675K in Q3 2024.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.