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ORG Wealth Partners’s Procter & Gamble PG Stock Holding History

ORG Wealth Partners’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 		$245K Sell
1,666
-813
-33% -$118K 0.04% 230
2026
Q1 		$358K Buy
2,479
+320
+15% +$48.5K 0.07% 166
2025
Q4 		$310K Sell
2,159
-1,101
-34% -$162K 0.07% 164
2025
Q3 		$501K Sell
3,260
-289
-8% -$45.1K 0.11% 126
2025
Q2 		$572K Sell
3,549
-51
-1% -$8.32K 0.14% 106
2025
Q1 		$615K Buy
3,600
+794
+28% +$133K 0.19% 96
2024
Q4 		$471K Sell
2,806
-1,900
-40% -$324K 0.15% 72
2024
Q3 		$815K Buy
+4,706
New +$799K 0.27% 33

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

ORG Wealth Partners's PG Position: Q2 2026 in Review

ORG Wealth Partners reduced its Procter & Gamble (PG) stake by 33% in Q2 2026, selling an estimated $118K and leaving 1,666 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #230.

ORG Wealth Partners first reported a position in PG in Q3 2024 and has held it in 8 quarters since. The position peaked at $815K in Q3 2024. 4,021 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • ORG Wealth Partners held 1,666 shares of Procter & Gamble worth $245K as of Q2 2026.
  • ORG Wealth Partners sold 813 Procter & Gamble shares in Q2 2026, an estimated $118K.
  • Procter & Gamble made up 0.04% of ORG Wealth Partners's portfolio in Q2 2026, its #230 holding.
  • ORG Wealth Partners first reported a position in Procter & Gamble in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Procter & Gamble position peaked at $815K in Q3 2024.
  • 4,021 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.