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Principia Wealth Advisory’s Procter & Gamble PG Stock Holding History

Principia Wealth Advisory’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 		$25.2K Buy
172
+39
+29% +$5.68K 0.01% 165
2026
Q1 		$19.2K Buy
133
+55
+71% +$8.34K 0.01% 162
2025
Q4 		$11.2K Sell
78
-12
-13% -$1.77K 0.01% 186
2025
Q3 		$13.8K Buy
90
+34
+61% +$5.31K 0.01% 178
2025
Q2 		$8.92K Sell
56
-35
-38% -$5.71K 0.01% 174
2025
Q1 		$14.8K Buy
91
+35
+63% +$5.86K 0.01% 117
2024
Q4 		$9.39K Buy
+56
New +$9.54K 0.01% 128

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's PG Position: Q2 2026 in Review

Principia Wealth Advisory increased its Procter & Gamble (PG) stake by 29% in Q2 2026, buying an estimated $5.68K and bringing the position to 172 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #165.

Principia Wealth Advisory first reported a position in PG in Q4 2024 and has held it in 7 quarters since. 4,043 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Principia Wealth Advisory held 172 shares of Procter & Gamble worth $25.2K as of Q2 2026.
  • Principia Wealth Advisory bought 39 Procter & Gamble shares in Q2 2026, an estimated $5.68K.
  • Procter & Gamble made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #165 holding.
  • Principia Wealth Advisory first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • 4,043 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.