Omnia Family Wealth’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $458K | Sell |
3,122
-629
| -17% | -$91.6K | 0.12% | 53 |
|
|
2026
Q1 | $542K | Sell |
3,751
-1,137
| -23% | -$172K | 0.17% | 40 |
|
|
2025
Q4 | $700K | Buy |
4,888
+236
| +5% | +$34.8K | 0.21% | 36 |
|
|
2025
Q3 | $715K | Sell |
4,652
-857
| -16% | -$134K | 0.23% | 37 |
|
|
2025
Q2 | $878K | Buy |
5,509
+675
| +14% | +$110K | 0.32% | 30 |
|
|
2025
Q1 | $824K | Buy |
4,834
+612
| +14% | +$103K | 0.34% | 30 |
|
|
2024
Q4 | $708K | Buy |
4,222
+84
| +2% | +$14.3K | 0.29% | 33 |
|
|
2024
Q3 | $717K | Buy |
4,138
+314
| +8% | +$53.3K | 0.31% | 34 |
|
|
2024
Q2 | $631K | Buy |
3,824
+195
| +5% | +$31.9K | 0.27% | 38 |
|
|
2024
Q1 | $589K | Buy |
3,629
+217
| +6% | +$34K | 0.28% | 37 |
|
|
2023
Q4 | $500K | Hold |
3,412
| – | – | 0.26% | 36 |
|
|
2023
Q3 | $498K | Hold |
3,412
| – | – | 0.31% | 34 |
|
|
2023
Q2 | $518K | Hold |
3,412
| – | – | 0.35% | 31 |
|
|
2023
Q1 | $507K | Hold |
3,412
| – | – | 0.39% | 31 |
|
|
2022
Q4 | $517K | Sell |
3,412
-7
| -0.2% | -$981 | 0.42% | 32 |
|
|
2022
Q3 | $432K | Hold |
3,419
| – | – | 0.36% | 35 |
|
|
2022
Q2 | $492K | Hold |
3,419
| – | – | 0.36% | 33 |
|
|
2022
Q1 | $522K | Hold |
3,419
| – | – | 0.35% | 36 |
|
|
2021
Q4 | $559K | Hold |
3,419
| – | – | 0.34% | 36 |
|
|
2021
Q3 | $478K | Sell |
3,419
-97
| -3% | -$13.7K | 0.33% | 38 |
|
|
2021
Q2 | $474K | Sell |
3,516
-13
| -0.4% | -$1.76K | 0.3% | 37 |
|
|
2021
Q1 | $478K | Sell |
3,529
-1,741
| -33% | -$227K | 0.35% | 35 |
|
|
2020
Q4 | $733K | Sell |
5,270
-932
| -15% | -$130K | 0.67% | 25 |
|
|
2020
Q3 | $862K | Hold |
6,202
| – | – | 0.82% | 21 |
|
|
2020
Q2 | $742K | Sell |
6,202
-1,333
| -18% | -$155K | 0.73% | 23 |
|
|
2020
Q1 | $829K | Buy |
7,535
+790
| +12% | +$94.8K | 0.86% | 21 |
|
|
2019
Q4 | $842K | Buy |
6,745
+2,627
| +64% | +$321K | 0.39% | 35 |
|
|
2019
Q3 | $512K | Hold |
4,118
| – | – | 0.37% | 43 |
|
|
2019
Q2 | $452K | Hold |
4,118
| – | – | 0.23% | 50 |
|
|
2019
Q1 | $428K | Sell |
4,118
-62
| -1% | -$6.04K | 0.21% | 50 |
|
|
2018
Q4 | $384K | Buy |
4,180
+39
| +0.9% | +$3.49K | 0.21% | 54 |
|
|
2018
Q3 | $345K | Buy |
4,141
+341
| +9% | +$27.9K | 0.16% | 57 |
|
|
2018
Q2 | $297K | Sell |
3,800
-652
| -15% | -$49.1K | 0.14% | 67 |
|
|
2018
Q1 | $353K | Sell |
4,452
-875
| -16% | -$73K | 0.16% | 54 |
|
|
2017
Q4 | $489K | Buy |
5,327
+588
| +12% | +$52.9K | 0.22% | 43 |
|
|
2017
Q3 | $431K | Sell |
4,739
-186
| -4% | -$16.9K | 0.21% | 44 |
|
|
2017
Q2 | $429K | Buy |
4,925
+94
| +2% | +$8.29K | 0.21% | 46 |
|
|
2017
Q1 | $434K | Sell |
4,831
-31
| -0.6% | -$2.75K | 0.21% | 44 |
|
|
2016
Q4 | $409K | Buy |
+4,862
| New | +$414K | 0.2% | 51 |
|
Other funds holding PG
Omnia Family Wealth's PG Position: Q2 2026 in Review
Omnia Family Wealth reduced its Procter & Gamble (PG) stake by 17% in Q2 2026, selling an estimated $91.6K and leaving 3,122 shares worth $458K. The position accounts for 0.12% of the portfolio, ranked #53.
Omnia Family Wealth first reported a position in PG in Q4 2016 and has held it in 39 quarters since. The position peaked at $878K in Q2 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Omnia Family Wealth held 3,122 shares of Procter & Gamble worth $458K as of Q2 2026.
- Omnia Family Wealth sold 629 Procter & Gamble shares in Q2 2026, an estimated $91.6K.
- Procter & Gamble made up 0.12% of Omnia Family Wealth's portfolio in Q2 2026, its #53 holding.
- Omnia Family Wealth first reported a position in Procter & Gamble in Q4 2016 and has held it in 39 quarters since.
- Omnia Family Wealth's Procter & Gamble position peaked at $878K in Q2 2025.
- 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.