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

Platform 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	$948K	Buy	+6,466	New	+$941K	0.35%	36
2025 Q4	$1.66M	Buy	+11,591	New	+$1.71M	0.44%	32

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 $3.37T AUM 44.26% 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

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

Platform Wealth Management opened a new position in Procter & Gamble (PG) in Q2 2026: 6,466 shares worth $948K. The stake represents 0.35% of the portfolio and ranks #36 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in PG as recently as Q4 2025.

Platform Wealth Management first reported a position in PG in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.66M in Q4 2025. 4,013 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Platform Wealth Management held 6,466 shares of Procter & Gamble worth $948K as of Q2 2026.
Procter & Gamble was a new Platform Wealth Management position in Q2 2026.
Procter & Gamble made up 0.35% of Platform Wealth Management's portfolio in Q2 2026, its #36 holding.
Platform Wealth Management first reported a position in Procter & Gamble in Q4 2025 and has held it in 2 quarters since.
Platform Wealth Management's Procter & Gamble position peaked at $1.66M in Q4 2025.
4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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