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Partnership Wealth Management’s Procter & Gamble PG Stock Holding History

Partnership Wealth 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 		$891K Sell
6,078
-93
-2% -$13.5K 0.6% 32
2026
Q1 		$891K Buy
6,171
+5
+0.1% +$758 0.68% 31
2025
Q4 		$884K Buy
6,166
+6
+0.1% +$885 0.64% 32
2025
Q3 		$946K Sell
6,160
-563
-8% -$87.9K 0.73% 31
2025
Q2 		$1.07M Buy
6,723
+9
+0.1% +$1.47K 0.87% 32
2025
Q1 		$1.14M Buy
6,714
+9
+0.1% +$1.51K 0.97% 24
2024
Q4 		$1.12M Sell
6,705
-41
-0.6% -$6.98K 0.94% 28
2024
Q3 		$1.17M Buy
6,746
+8
+0.1% +$1.36K 0.83% 22
2024
Q2 		$1.11M Buy
6,738
+207
+3% +$33.8K 0.82% 32
2024
Q1 		$1.06M Sell
6,531
-80
-1% -$12.5K 0.74% 38
2023
Q4 		$1.04M Buy
+6,611
New +$979K 0.78% 36

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

Partnership Wealth Management's PG Position: Q2 2026 in Review

Partnership Wealth Management reduced its Procter & Gamble (PG) stake by 1.5% in Q2 2026, selling an estimated $13.5K and leaving 6,078 shares worth $891K. The position accounts for 0.6% of the portfolio, ranked #32.

Partnership Wealth Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q3 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Partnership Wealth Management held 6,078 shares of Procter & Gamble worth $891K as of Q2 2026.
  • Partnership Wealth Management sold 93 Procter & Gamble shares in Q2 2026, an estimated $13.5K.
  • Procter & Gamble made up 0.6% of Partnership Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Partnership Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Partnership Wealth Management's Procter & Gamble position peaked at $1.17M in Q3 2024.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.