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

Mosley 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 		$1.31M Buy
8,919
+3,066
+52% +$446K 0.42% 43
2026
Q1 		$899K Sell
5,853
-190
-3% -$28.8K 0.41% 55
2025
Q4 		$911K Buy
+6,043
New +$891K 0.42% 55
2024
Q4 		$704K Buy
4,233
+302
+8% +$51.4K 0.44% 54
2024
Q3 		$666K Buy
3,931
+296
+8% +$50.3K 0.45% 47
2024
Q2 		$599K Buy
3,635
+34
+0.9% +$5.56K 0.51% 42
2024
Q1 		$584K Sell
3,601
-64
-2% -$10K 0.55% 42
2023
Q4 		$537K Buy
+3,665
New +$543K 0.53% 41

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Mosley Wealth Management increased its Procter & Gamble (PG) stake by 52% in Q2 2026, buying an estimated $446K and bringing the position to 8,919 shares worth $1.31M. The position accounts for 0.42% of the portfolio, ranked #43.

Mosley Wealth Management first reported a position in PG in Q4 2023 and has held it in 8 quarters since. 2,629 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Mosley Wealth Management held 8,919 shares of Procter & Gamble worth $1.31M as of Q2 2026.
  • Mosley Wealth Management bought 3,066 Procter & Gamble shares in Q2 2026, an estimated $446K.
  • Procter & Gamble made up 0.42% of Mosley Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Mosley Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 8 quarters since.
  • 2,629 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.