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Oxler Private Wealth’s Procter & Gamble PG Stock Holding History

Oxler Private 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 		$273K Buy
1,863
+12
+0.6% +$1.75K 0.08% 84
2026
Q1 		$267K Sell
1,851
-266
-13% -$40.3K 0.08% 80
2025
Q4 		$303K Buy
2,117
+12
+0.6% +$1.77K 0.09% 76
2025
Q3 		$323K Sell
2,105
-177
-8% -$27.6K 0.09% 76
2025
Q2 		$364K Buy
2,282
+11
+0.5% +$1.79K 0.11% 68
2025
Q1 		$387K Buy
2,271
+10
+0.4% +$1.68K 0.14% 67
2024
Q4 		$379K Sell
2,261
-115
-5% -$19.6K 0.12% 68
2024
Q3 		$412K Buy
2,376
+10
+0.4% +$1.7K 0.14% 66
2024
Q2 		$390K Buy
2,366
+9
+0.4% +$1.47K 0.14% 64
2024
Q1 		$382K Buy
2,357
+424
+22% +$66.5K 0.15% 66
2023
Q4 		$283K Sell
1,933
-92
-5% -$13.6K 0.24% 60
2023
Q3 		$296K Sell
2,025
-99
-5% -$15.1K 0.15% 78
2023
Q2 		$322K Buy
2,124
+12
+0.6% +$1.81K 0.15% 78
2023
Q1 		$314K Buy
2,112
+14
+0.7% +$2K 0.16% 82
2022
Q4 		$318K Buy
2,098
+15
+0.7% +$2.1K 0.17% 85
2022
Q3 		$263K Buy
2,083
+10
+0.5% +$1.42K 0.15% 87
2022
Q2 		$298K Buy
2,073
+11
+0.5% +$1.65K 0.14% 95
2022
Q1 		$315K Buy
2,062
+10
+0.5% +$1.56K 0.14% 97
2021
Q4 		$335K Hold
2,052
– – 0.14% 103
2021
Q3 		$286K Buy
2,052
+227
+12% +$32.2K 0.13% 112
2021
Q2 		$246K Hold
1,825
– – 0.11% 120
2021
Q1 		$247K Buy
1,825
+125
+7% +$16.3K 0.13% 108
2020
Q4 		$236K Buy
+1,700
New +$238K 0.13% 94

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

Oxler Private Wealth's PG Position: Q2 2026 in Review

Oxler Private Wealth increased its Procter & Gamble (PG) stake by 0.65% in Q2 2026, buying an estimated $1.75K and bringing the position to 1,863 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #84.

Oxler Private Wealth first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $412K in Q3 2024. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Oxler Private Wealth held 1,863 shares of Procter & Gamble worth $273K as of Q2 2026.
  • Oxler Private Wealth bought 12 Procter & Gamble shares in Q2 2026, an estimated $1.75K.
  • Procter & Gamble made up 0.08% of Oxler Private Wealth's portfolio in Q2 2026, its #84 holding.
  • Oxler Private Wealth first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's Procter & Gamble position peaked at $412K in Q3 2024.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.