One Wealth Capital Management’s Procter & Gamble PG Stock Holding History

One Wealth Capital 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	$444K	Buy	+3,025	New	+$440K	0.12%	121
2026 Q1	–	Sell	-1,418	Closed	-$203K	–	147
2025 Q4	$203K	Buy	1,418 +53	+4%	+$7.82K	0.09%	131
2025 Q3	$210K	Sell	1,365 -23	-2%	-$3.59K	0.09%	118
2025 Q2	$221K	Buy	1,388 +26	+2%	+$4.24K	0.1%	102
2025 Q1	$232K	Hold	1,362	–	–	0.12%	93
2024 Q4	$228K	Buy	+1,362	New	+$232K	0.12%	94

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 $3.37T AUM 44.26% 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

One Wealth Capital Management's PG Position: Q2 2026 in Review

One Wealth Capital Management opened a new position in Procter & Gamble (PG) in Q2 2026: 3,025 shares worth $444K. The stake represents 0.12% of the portfolio and ranks #121 among its holdings. This is a return to the name: One Wealth Capital Management previously reported a position in PG as recently as Q4 2025.

One Wealth Capital Management first reported a position in PG in Q4 2024 and has held it in 6 quarters since. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

One Wealth Capital Management held 3,025 shares of Procter & Gamble worth $444K as of Q2 2026.
Procter & Gamble was a new One Wealth Capital Management position in Q2 2026.
Procter & Gamble made up 0.12% of One Wealth Capital Management's portfolio in Q2 2026, its #121 holding.
One Wealth Capital Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.