Presilium Private Wealth’s Procter & Gamble PG Stock Holding History

Presilium Private 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	$1.06M	Buy	7,251 +27	+0.4%	+$3.93K	0.16%	36
2026 Q1	$1.04M	Buy	7,224 +39	+0.5%	+$5.91K	0.18%	28
2025 Q4	$1.03M	Hold	7,185	–	–	0.19%	31
2025 Q3	$1.1M	Sell	7,185 -233	-3%	-$36.4K	0.21%	28
2025 Q2	$1.18M	Sell	7,418 -40	-0.5%	-$6.53K	0.24%	26
2025 Q1	$1.27M	Sell	7,458 -118	-2%	-$19.8K	0.28%	30
2024 Q4	$1.27M	Buy	7,576 +40	+0.5%	+$6.81K	0.29%	32
2024 Q3	$1.31M	Sell	7,536 -124	-2%	-$21.1K	0.3%	32
2024 Q2	$1.26M	Sell	7,660 -133	-2%	-$21.7K	0.32%	31
2024 Q1	$1.26M	Buy	7,793 +6	+0.1%	+$941	0.34%	30
2023 Q4	$1.14M	Buy	7,787 +127	+2%	+$18.8K	0.33%	32
2023 Q3	$1.12M	Hold	7,660	–	–	0.36%	21
2023 Q2	$1.16M	Sell	7,660 -427	-5%	-$64.4K	0.4%	21
2023 Q1	$1.2M	Sell	8,087 -43	-0.5%	-$6.15K	0.46%	20
2022 Q4	$1.23M	Buy	+8,130	New	+$1.14M	0.52%	19

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

Presilium Private Wealth's PG Position: Q2 2026 in Review

Presilium Private Wealth increased its Procter & Gamble (PG) stake by 0.37% in Q2 2026, buying an estimated $3.93K and bringing the position to 7,251 shares worth $1.06M. The position accounts for 0.16% of the portfolio, ranked #36.

Presilium Private Wealth first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q3 2024. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Presilium Private Wealth held 7,251 shares of Procter & Gamble worth $1.06M as of Q2 2026.
Presilium Private Wealth bought 27 Procter & Gamble shares in Q2 2026, an estimated $3.93K.
Procter & Gamble made up 0.16% of Presilium Private Wealth's portfolio in Q2 2026, its #36 holding.
Presilium Private Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
Presilium Private Wealth's Procter & Gamble position peaked at $1.31M in Q3 2024.
3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.