PWMG
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Prestige Wealth Management Group’s Procter & Gamble PG Stock Holding History

Prestige Wealth Management Group’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 		$1.66M Buy
11,286
+2,858
+34% +$416K 0.3% 55
2026
Q1 		$1.22M Buy
8,428
+87
+1% +$13.2K 0.24% 58
2025
Q4 		$1.2M Sell
8,341
-570
-6% -$84K 0.23% 59
2025
Q3 		$1.37M Buy
8,911
+29
+0.3% +$4.53K 0.26% 53
2025
Q2 		$1.42M Sell
8,882
-296
-3% -$48.3K 0.29% 50
2025
Q1 		$1.56M Buy
9,178
+67
+0.7% +$11.2K 0.33% 46
2024
Q4 		$1.53M Buy
9,111
+48
+0.5% +$8.18K 0.32% 50
2024
Q3 		$1.57M Buy
9,063
+32
+0.4% +$5.43K 0.32% 47
2024
Q2 		$1.49M Sell
9,031
-238
-3% -$38.9K 0.32% 47
2024
Q1 		$1.5M Sell
9,269
-197
-2% -$30.9K 0.32% 46
2023
Q4 		$1.39M Sell
9,466
-409
-4% -$60.6K 0.31% 47
2023
Q3 		$1.44M Buy
9,875
+25
+0.3% +$3.82K 0.36% 44
2023
Q2 		$1.49M Sell
9,850
-12,352
-56% -$1.86M 0.35% 41
2023
Q1 		$3.3M Buy
22,202
+12,104
+120% +$1.73M 0.83% 22
2022
Q4 		$1.53M Sell
10,098
-10,276
-50% -$1.44M 0.4% 39
2022
Q3 		$2.57M Buy
20,374
+1,743
+9% +$248K 0.72% 26
2022
Q2 		$2.68M Buy
18,631
+1,076
+6% +$162K 0.73% 26
2022
Q1 		$2.68M Buy
17,555
+9,500
+118% +$1.49M 0.66% 27
2021
Q4 		$1.32M Buy
8,055
+242
+3% +$35.9K 0.31% 40
2021
Q3 		$1.09M Buy
7,813
+555
+8% +$78.7K 0.28% 40
2021
Q2 		$980K Sell
7,258
-260
-3% -$35.2K 0.26% 43
2021
Q1 		$1.02M Buy
7,518
+321
+4% +$41.9K 0.28% 43
2020
Q4 		$1M Buy
7,197
+368
+5% +$51.4K 0.27% 45
2020
Q3 		$949K Buy
6,829
+670
+11% +$89K 0.29% 43
2020
Q2 		$737K Buy
6,159
+1,913
+45% +$223K 0.26% 44
2020
Q1 		$467K Buy
4,246
+580
+16% +$69.6K 0.2% 53
2019
Q4 		$458K Hold
3,666
– – 0.25% 65
2019
Q3 		$456K Buy
3,666
+146
+4% +$17.3K 0.27% 59
2019
Q2 		$386K Hold
3,520
– – 0.23% 68
2019
Q1 		$366K Sell
3,520
-742
-17% -$72.2K 0.22% 82
2018
Q4 		$392K Buy
+4,262
New +$381K 0.29% 65

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

Prestige Wealth Management Group's PG Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Procter & Gamble (PG) stake by 34% in Q2 2026, buying an estimated $416K and bringing the position to 11,286 shares worth $1.66M. The position accounts for 0.3% of the portfolio, ranked #55.

Prestige Wealth Management Group first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.3M in Q1 2023. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Prestige Wealth Management Group held 11,286 shares of Procter & Gamble worth $1.66M as of Q2 2026.
  • Prestige Wealth Management Group bought 2,858 Procter & Gamble shares in Q2 2026, an estimated $416K.
  • Procter & Gamble made up 0.3% of Prestige Wealth Management Group's portfolio in Q2 2026, its #55 holding.
  • Prestige Wealth Management Group first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Procter & Gamble position peaked at $3.3M in Q1 2023.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.