Precision Wealth Strategies’s Procter & Gamble PG Stock Holding History

Precision Wealth Strategies’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	$218K	Sell	1,489 -42	-3%	-$6.11K	0.07%	162
2026 Q1	$221K	Sell	1,531 -365	-19%	-$55.3K	0.07%	153
2025 Q4	$272K	Sell	1,896 -139	-7%	-$20.5K	0.09%	144
2025 Q3	$313K	Sell	2,035 -177	-8%	-$27.6K	0.1%	148
2025 Q2	$352K	Buy	+2,212	New	+$361K	0.11%	130
2023 Q1	–	Sell	-2,212	Closed	-$335K	–	106
2022 Q4	$335K	Hold	2,212	–	–	0.35%	62
2022 Q3	$286K	Sell	2,212 -1	-0%	-$142	0.25%	90
2022 Q2	$322K	Sell	2,213 -18	-0.8%	-$2.71K	0.25%	95
2022 Q1	$341K	Hold	2,231	–	–	0.2%	106
2021 Q4	$365K	Sell	2,231 -173	-7%	-$25.7K	0.26%	98
2021 Q3	$336K	Buy	+2,404	New	+$341K	0.26%	95
2021 Q2	–	Sell	-3,475	Closed	-$471K	–	116
2021 Q1	$471K	Buy	3,475 +637	+22%	+$83.1K	0.45%	31
2020 Q4	$395K	Buy	+2,838	New	+$397K	0.43%	31

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

Precision Wealth Strategies's PG Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Procter & Gamble (PG) stake by 2.7% in Q2 2026, selling an estimated $6.11K and leaving 1,489 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #162.

Precision Wealth Strategies first reported a position in PG in Q4 2020 and has held it in 13 quarters since. The position peaked at $471K in Q1 2021. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Precision Wealth Strategies held 1,489 shares of Procter & Gamble worth $218K as of Q2 2026.
Precision Wealth Strategies sold 42 Procter & Gamble shares in Q2 2026, an estimated $6.11K.
Procter & Gamble made up 0.07% of Precision Wealth Strategies's portfolio in Q2 2026, its #162 holding.
Precision Wealth Strategies first reported a position in Procter & Gamble in Q4 2020 and has held it in 13 quarters since.
Precision Wealth Strategies's Procter & Gamble position peaked at $471K in Q1 2021.
4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.