PCS
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Personal CFO Solutions’s Procter & Gamble PG Stock Holding History

Personal CFO Solutions’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 		$1.28M Buy
8,724
+52
+0.6% +$7.57K 0.18% 95
2026
Q1 		$1.25M Sell
8,672
-1,126
-11% -$171K 0.18% 102
2025
Q4 		$1.4M Buy
9,798
+1,510
+18% +$223K 0.22% 81
2025
Q3 		$1.27M Buy
8,288
+29
+0.4% +$4.53K 0.22% 85
2025
Q2 		$1.32M Buy
8,259
+360
+5% +$58.8K 0.24% 80
2025
Q1 		$1.35M Buy
7,899
+101
+1% +$16.9K 0.27% 74
2024
Q4 		$1.31M Sell
7,798
-243
-3% -$41.4K 0.26% 75
2024
Q3 		$1.39M Buy
8,041
+37
+0.5% +$6.28K 0.19% 94
2024
Q2 		$1.32M Sell
8,004
-421
-5% -$68.8K 0.2% 90
2024
Q1 		$1.37M Sell
8,425
-436
-5% -$68.4K 0.21% 91
2023
Q4 		$1.3M Buy
8,861
+173
+2% +$25.6K 0.22% 83
2023
Q3 		$1.27M Buy
8,688
+451
+5% +$68.9K 0.25% 80
2023
Q2 		$1.25M Buy
8,237
+163
+2% +$24.6K 0.25% 79
2023
Q1 		$1.2M Buy
8,074
+585
+8% +$83.6K 0.25% 76
2022
Q4 		$1.14M Buy
7,489
+815
+12% +$114K 0.24% 77
2022
Q3 		$843K Buy
6,674
+223
+3% +$31.7K 0.21% 91
2022
Q2 		$928K Buy
6,451
+313
+5% +$47K 0.22% 78
2022
Q1 		$938K Buy
6,138
+18
+0.3% +$2.82K 0.19% 109
2021
Q4 		$1M Sell
6,120
-230
-4% -$34.1K 0.19% 113
2021
Q3 		$888K Buy
6,350
+522
+9% +$74K 0.18% 116
2021
Q2 		$786K Sell
5,828
-1,456
-20% -$197K 0.16% 124
2021
Q1 		$986K Sell
7,284
-238
-3% -$31.1K 0.21% 98
2020
Q4 		$1.05M Buy
7,522
+455
+6% +$63.6K 0.26% 89
2020
Q3 		$1M Buy
7,067
+927
+15% +$123K 0.33% 107
2020
Q2 		$734K Buy
6,140
+785
+15% +$91.5K 0.22% 94
2020
Q1 		$589K Sell
5,355
-174
-3% -$20.9K 0.21% 103
2019
Q4 		$690K Buy
5,529
+3,474
+169% +$425K 0.2% 107
2019
Q3 		$256K Buy
+2,055
New +$243K 0.1% 226

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

Personal CFO Solutions's PG Position: Q2 2026 in Review

Personal CFO Solutions increased its Procter & Gamble (PG) stake by 0.6% in Q2 2026, buying an estimated $7.57K and bringing the position to 8,724 shares worth $1.28M. The position accounts for 0.18% of the portfolio, ranked #95.

Personal CFO Solutions first reported a position in PG in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.4M in Q4 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Personal CFO Solutions held 8,724 shares of Procter & Gamble worth $1.28M as of Q2 2026.
  • Personal CFO Solutions bought 52 Procter & Gamble shares in Q2 2026, an estimated $7.57K.
  • Procter & Gamble made up 0.18% of Personal CFO Solutions's portfolio in Q2 2026, its #95 holding.
  • Personal CFO Solutions first reported a position in Procter & Gamble in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Procter & Gamble position peaked at $1.4M in Q4 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.