Mowery & Schoenfeld Wealth Management’s Procter & Gamble PG Stock Holding History

Mowery & Schoenfeld 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	$26K	Sell	177 -39	-18%	-$5.68K	0.04%	182
2026 Q1	$31.2K	Sell	216 -176	-45%	-$26.7K	0.05%	152
2025 Q4	$56.2K	Buy	392 +215	+121%	+$31.7K	0.08%	131
2025 Q3	$27.2K	Sell	177 -55	-24%	-$8.59K	0.05%	153
2025 Q2	$37K	Hold	232	–	–	0.06%	137
2025 Q1	$39.6K	Sell	232 -387	-63%	-$64.8K	0.08%	149
2024 Q4	$104K	Buy	619 +442	+250%	+$75.3K	0.2%	68
2024 Q3	$30.7K	Hold	177	–	–	0.05%	128
2024 Q2	$29.2K	Buy	+177	New	+$28.9K	0.04%	126
2024 Q1	–	Sell	-13	Closed	-$1.91K	–	180
2023 Q4	$1.91K	Buy	+13	New	+$1.93K	﹤0.01%	143

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's PG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Procter & Gamble (PG) stake by 18% in Q2 2026, selling an estimated $5.68K and leaving 177 shares worth $26K. The position accounts for 0.04% of the portfolio, ranked #182.

Mowery & Schoenfeld Wealth Management first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $104K in Q4 2024. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 177 shares of Procter & Gamble worth $26K as of Q2 2026.
Mowery & Schoenfeld Wealth Management sold 39 Procter & Gamble shares in Q2 2026, an estimated $5.68K.
Procter & Gamble made up 0.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #182 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Procter & Gamble position peaked at $104K in Q4 2024.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.