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PCG Wealth Advisors’s Procter & Gamble PG Stock Holding History

PCG 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 		$342K Buy
2,329
+441
+23% +$64.2K 0.08% 134
2026
Q1 		$273K Sell
1,888
-59
-3% -$8.95K 0.07% 144
2025
Q4 		$279K Buy
1,947
+21
+1% +$3.1K 0.08% 132
2025
Q3 		$296K Sell
1,926
-93
-5% -$14.5K 0.09% 124
2025
Q2 		$322K Buy
2,019
+84
+4% +$13.7K 0.16% 69
2025
Q1 		$330K Buy
1,935
+6
+0.3% +$1K 0.12% 105
2024
Q4 		$323K Buy
1,929
+7
+0.4% +$1.19K 0.12% 101
2024
Q3 		$333K Buy
1,922
+6
+0.3% +$1.02K 0.13% 94
2024
Q2 		$316K Buy
1,916
+323
+20% +$52.8K 0.14% 91
2024
Q1 		$258K Buy
+1,593
New +$250K 0.12% 95
2023
Q4 		– Sell
-1,715
Closed -$250K – 110
2023
Q3 		$250K Buy
1,715
+17
+1% +$2.6K 0.16% 83
2023
Q2 		$258K Buy
1,698
+86
+5% +$13K 0.16% 86
2023
Q1 		$240K Sell
1,612
-7
-0.4% -$1K 0.15% 92
2022
Q4 		$245K Sell
1,619
-3,974
-71% -$557K 0.16% 89
2022
Q3 		$707K Buy
5,593
+2,782
+99% +$395K 0.25% 63
2022
Q2 		$404K Buy
2,811
+3
+0.1% +$451 0.29% 57
2022
Q1 		$429K Buy
2,808
+398
+17% +$62.3K 0.27% 54
2021
Q4 		$394K Buy
+2,410
New +$358K 0.27% 54

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

PCG Wealth Advisors's PG Position: Q2 2026 in Review

PCG Wealth Advisors increased its Procter & Gamble (PG) stake by 23% in Q2 2026, buying an estimated $64.2K and bringing the position to 2,329 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #134.

PCG Wealth Advisors first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $707K in Q3 2022. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • PCG Wealth Advisors held 2,329 shares of Procter & Gamble worth $342K as of Q2 2026.
  • PCG Wealth Advisors bought 441 Procter & Gamble shares in Q2 2026, an estimated $64.2K.
  • Procter & Gamble made up 0.08% of PCG Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • PCG Wealth Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • PCG Wealth Advisors's Procter & Gamble position peaked at $707K in Q3 2022.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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