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

Physician 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 		$424K Sell
2,890
-237
-8% -$34.5K 0.05% 128
2026
Q1 		$452K Buy
3,127
+137
+5% +$20.8K 0.06% 112
2025
Q4 		$428K Sell
2,990
-1,388
-32% -$205K 0.06% 117
2025
Q3 		$673K Sell
4,378
-34
-0.8% -$5.31K 0.1% 88
2025
Q2 		$703K Sell
4,412
-33
-0.7% -$5.39K 0.11% 81
2025
Q1 		$758K Sell
4,445
-7
-0.2% -$1.17K 0.13% 78
2024
Q4 		$746K Buy
4,452
+56
+1% +$9.54K 0.13% 79
2024
Q3 		$763K Buy
4,396
+4
+0.1% +$679 0.14% 75
2024
Q2 		$733K Buy
4,392
+122
+3% +$19.9K 0.14% 76
2024
Q1 		$666K Sell
4,270
-265
-6% -$41.6K 0.14% 77
2023
Q4 		$671K Buy
4,535
+1
+0% +$148 0.15% 74
2023
Q3 		$650K Sell
4,534
-4
-0.1% -$611 0.17% 69
2023
Q2 		$692K Buy
4,538
+1,574
+53% +$237K 0.17% 67
2023
Q1 		$448K Buy
2,964
+1
+0% +$143 0.12% 83
2022
Q4 		$420K Buy
2,963
+27
+0.9% +$3.79K 0.11% 86
2022
Q3 		$379K Sell
2,936
-26
-0.9% -$3.69K 0.12% 89
2022
Q2 		$423K Buy
2,962
+39
+1% +$5.86K 0.12% 87
2022
Q1 		$460K Buy
2,923
+108
+4% +$16.9K 0.12% 90
2021
Q4 		$458K Buy
2,815
+61
+2% +$9.06K 0.12% 92
2021
Q3 		$398K Buy
2,754
+43
+2% +$6.09K 0.11% 96
2021
Q2 		$374K Sell
2,711
-25
-0.9% -$3.38K 0.11% 98
2021
Q1 		$373K Hold
2,736
– – 0.12% 95
2020
Q4 		$354K Sell
2,736
-117
-4% -$16.4K 0.12% 93
2020
Q3 		$395K Buy
2,853
+1
+0% +$133 0.16% 81
2020
Q2 		$383K Buy
2,852
+27
+1% +$3.15K 0.15% 83
2020
Q1 		$337K Buy
2,825
+1
+0% +$120 0.17% 76
2019
Q4 		$353K Sell
2,824
-13
-0.5% -$1.59K 0.16% 80
2019
Q3 		$342K Buy
+2,837
New +$335K 0.17% 74

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

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

Physician Wealth Advisors reduced its Procter & Gamble (PG) stake by 7.6% in Q2 2026, selling an estimated $34.5K and leaving 2,890 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #128.

Physician Wealth Advisors first reported a position in PG in Q3 2019 and has held it in 28 quarters since. The position peaked at $763K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Physician Wealth Advisors held 2,890 shares of Procter & Gamble worth $424K as of Q2 2026.
  • Physician Wealth Advisors sold 237 Procter & Gamble shares in Q2 2026, an estimated $34.5K.
  • Procter & Gamble made up 0.05% of Physician Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • Physician Wealth Advisors first reported a position in Procter & Gamble in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's Procter & Gamble position peaked at $763K in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.