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Oak Barrel Wealth Advisory’s Procter & Gamble PG Stock Holding History

Oak Barrel Wealth Advisory’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 		$211K Buy
+1,440
New +$210K 0.09% 84
2025
Q4 		$204K Buy
+1,426
New +$210K 0.12% 78

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

Oak Barrel Wealth Advisory's PG Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Procter & Gamble (PG) in Q2 2026: 1,440 shares worth $211K. The stake represents 0.09% of the portfolio and ranks #84 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in PG as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in PG in Q4 2025 and has held it in 2 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Oak Barrel Wealth Advisory held 1,440 shares of Procter & Gamble worth $211K as of Q2 2026.
  • Procter & Gamble was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Procter & Gamble made up 0.09% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #84 holding.
  • Oak Barrel Wealth Advisory first reported a position in Procter & Gamble in Q4 2025 and has held it in 2 quarters since.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.