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

Pasadena 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
2022 Q2	–	Sell	-1,500	Closed	-$1K	–	112
2022 Q1	$1K	Buy	+1,500	New	+$235K	﹤0.01%	102

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 $3.38T AUM 44.17% 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

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

Pasadena Private Wealth reduced its Procter & Gamble (PG) stake by 8.9% in Q2 2026, selling an estimated $61.9K and leaving 4,348 shares worth $638K. The position accounts for 0.08% of the portfolio, ranked #126.

Pasadena Private Wealth first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.03M in Q1 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Pasadena Private Wealth held 4,348 shares of Procter & Gamble worth $638K as of Q2 2026.
Pasadena Private Wealth sold 425 Procter & Gamble shares in Q2 2026, an estimated $61.9K.
Procter & Gamble made up 0.08% of Pasadena Private Wealth's portfolio in Q2 2026, its #126 holding.
Pasadena Private Wealth first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
Pasadena Private Wealth's Procter & Gamble position peaked at $1.03M in Q1 2025.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.