Potentia Wealth’s Procter & Gamble PG Stock Holding History

Potentia 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
2026 Q2	–	Sell	-1,980	Closed	-$286K	–	85
2026 Q1	$286K	Sell	1,980 -1,101	-36%	-$167K	0.11%	77
2025 Q4	$442K	Sell	3,081 -300	-9%	-$44.2K	0.16%	64
2025 Q3	$519K	Hold	3,381	–	–	0.2%	57
2025 Q2	$539K	Hold	3,381	–	–	0.31%	40
2025 Q1	$576K	Hold	3,381	–	–	0.27%	48
2024 Q4	$567K	Buy	+3,381	New	+$576K	0.25%	55

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

Potentia Wealth's PG Position: Q2 2026 in Review

Potentia Wealth sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,980 shares — an estimated $286K sold.

Potentia Wealth first reported a position in PG in Q4 2024 and held it in 6 quarters. The position peaked at $576K in Q1 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Potentia Wealth reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 1,980 Procter & Gamble shares in Q2 2026, an estimated $286K.
Potentia Wealth first reported a position in Procter & Gamble in Q4 2024 and held it in 6 quarters.
Potentia Wealth's Procter & Gamble position peaked at $576K in Q1 2025.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.