Private Wealth Asset Management’s Procter & Gamble PG Stock Holding History

Private Wealth Asset Management’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	$3.49M	Buy	23,807 +1,451	+6%	+$211K	0.34%	58
2026 Q1	$3.23M	Sell	22,356 -220	-1%	-$33.4K	0.35%	56
2025 Q4	$3.24M	Buy	22,576 +222	+1%	+$32.7K	0.35%	52
2025 Q3	$3.43M	Sell	22,354 -3,939	-15%	-$615K	0.41%	47
2025 Q2	$4.19M	Sell	26,293 -160	-0.6%	-$26.1K	0.56%	37
2025 Q1	$4.51M	Buy	+26,453	New	+$4.43M	0.65%	32

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

Private Wealth Asset Management's PG Position: Q2 2026 in Review

Private Wealth Asset Management increased its Procter & Gamble (PG) stake by 6.5% in Q2 2026, buying an estimated $211K and bringing the position to 23,807 shares worth $3.49M. The position accounts for 0.34% of the portfolio, ranked #58.

Private Wealth Asset Management first reported a position in PG in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.51M in Q1 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Private Wealth Asset Management held 23,807 shares of Procter & Gamble worth $3.49M as of Q2 2026.
Private Wealth Asset Management bought 1,451 Procter & Gamble shares in Q2 2026, an estimated $211K.
Procter & Gamble made up 0.34% of Private Wealth Asset Management's portfolio in Q2 2026, its #58 holding.
Private Wealth Asset Management first reported a position in Procter & Gamble in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Procter & Gamble position peaked at $4.51M in Q1 2025.
3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.