Pacific Excel Wealth Advisors’s Procter & Gamble PG Stock Holding History

Pacific Excel Wealth Advisors’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	$488K	Buy	+3,329	New	+$485K	0.19%	99

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

Pacific Excel Wealth Advisors's PG Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Procter & Gamble (PG) in Q2 2026: 3,329 shares worth $488K. The stake represents 0.19% of the portfolio and ranks #99 among its holdings.

4,010 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Pacific Excel Wealth Advisors held 3,329 shares of Procter & Gamble worth $488K as of Q2 2026.
Procter & Gamble was a new Pacific Excel Wealth Advisors position in Q2 2026.
Procter & Gamble made up 0.19% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #99 holding.
4,010 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.