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NewEdge Wealth’s Procter & Gamble PG Stock Holding History

NewEdge Wealth’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 		$11.1M Sell
75,633
-2,227
-3% -$324K 0.11% 134
2026
Q1 		$11.2M Sell
77,860
-12,016
-13% -$1.82M 0.13% 116
2025
Q4 		$12.9M Buy
89,876
+14,857
+20% +$2.19M 0.15% 118
2025
Q3 		$10.9M Buy
75,019
+3,067
+4% +$479K 0.16% 116
2025
Q2 		$11M Buy
71,952
+1,734
+2% +$283K 0.17% 110
2025
Q1 		$12M Sell
70,218
-1,625
-2% -$272K 0.22% 98
2024
Q4 		$12M Buy
71,843
+6,432
+10% +$1.1M 0.21% 105
2024
Q3 		$11.3M Buy
65,411
+1,699
+3% +$288K 0.2% 107
2024
Q2 		$10.5M Sell
63,712
-2,411
-4% -$394K 0.23% 105
2024
Q1 		$10.8M Sell
66,123
-4,769
-7% -$748K 0.24% 105
2023
Q4 		$10.4M Buy
70,892
+2,723
+4% +$403K 0.27% 96
2023
Q3 		$9.94M Buy
68,169
+12,820
+23% +$1.96M 0.32% 92
2023
Q2 		$8.4M Buy
55,349
+19,660
+55% +$2.96M 0.28% 96
2023
Q1 		$5.31M Buy
35,689
+49
+0.1% +$7K 0.2% 112
2022
Q4 		$5.4M Sell
35,640
-69,553
-66% -$9.75M 0.23% 99
2022
Q3 		$13.3M Buy
105,193
+9,824
+10% +$1.4M 0.63% 43
2022
Q2 		$13.7M Buy
95,369
+23,765
+33% +$3.57M 0.62% 38
2022
Q1 		$10.9M Buy
71,604
+5,720
+9% +$895K 0.49% 53
2021
Q4 		$10.8M Buy
65,884
+4,376
+7% +$650K 0.45% 54
2021
Q3 		$8.6M Buy
61,508
+1,806
+3% +$256K 0.51% 49
2021
Q2 		$8.06M Buy
59,702
+5,161
+9% +$698K 0.62% 51
2021
Q1 		$7.39M Buy
54,541
+39,785
+270% +$5.19M 0.73% 40
2020
Q4 		$2.05M Buy
+14,756
New +$2.06M 0.63% 41

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

NewEdge Wealth's PG Position: Q2 2026 in Review

NewEdge Wealth reduced its Procter & Gamble (PG) stake by 2.9% in Q2 2026, selling an estimated $324K and leaving 75,633 shares worth $11.1M. The position accounts for 0.11% of the portfolio, ranked #134.

NewEdge Wealth first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.7M in Q2 2022. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • NewEdge Wealth held 75,633 shares of Procter & Gamble worth $11.1M as of Q2 2026.
  • NewEdge Wealth sold 2,227 Procter & Gamble shares in Q2 2026, an estimated $324K.
  • Procter & Gamble made up 0.11% of NewEdge Wealth's portfolio in Q2 2026, its #134 holding.
  • NewEdge Wealth first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's Procter & Gamble position peaked at $13.7M in Q2 2022.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.