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MPWM Advisory Solutions’s Procter & Gamble PG Stock Holding History

MPWM Advisory Solutions’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 		$34K Sell
232
-13
-5% -$1.89K 0.02% 235
2026
Q1 		$35.4K Hold
245
– – 0.02% 223
2025
Q4 		$35.1K Sell
245
-82
-25% -$12.1K 0.02% 206
2025
Q3 		$50.3K Hold
327
– – 0.03% 165
2025
Q2 		$52K Sell
327
-247
-43% -$40.3K 0.03% 160
2025
Q1 		$97.8K Sell
574
-13
-2% -$2.18K 0.07% 97
2024
Q4 		$98.4K Buy
+587
New +$100K 0.07% 103

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

MPWM Advisory Solutions's PG Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Procter & Gamble (PG) stake by 5.3% in Q2 2026, selling an estimated $1.89K and leaving 232 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #235.

MPWM Advisory Solutions first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $98.4K in Q4 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • MPWM Advisory Solutions held 232 shares of Procter & Gamble worth $34K as of Q2 2026.
  • MPWM Advisory Solutions sold 13 Procter & Gamble shares in Q2 2026, an estimated $1.89K.
  • Procter & Gamble made up 0.02% of MPWM Advisory Solutions's portfolio in Q2 2026, its #235 holding.
  • MPWM Advisory Solutions first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Procter & Gamble position peaked at $98.4K in Q4 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.