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

Private 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	$551K	Buy	3,758 +237	+7%	+$34.5K	0.13%	61
2026 Q1	$509K	Buy	3,521 +179	+5%	+$27.1K	0.13%	54
2025 Q4	$479K	Sell	3,342 -213	-6%	-$31.4K	0.13%	56
2025 Q3	$546K	Sell	3,555 -41	-1%	-$6.4K	0.15%	52
2025 Q2	$573K	Sell	3,596 -76	-2%	-$12.4K	0.19%	48
2025 Q1	$626K	Sell	3,672 -27	-0.7%	-$4.52K	0.23%	44
2024 Q4	$620K	Sell	3,699 -207	-5%	-$35.3K	0.24%	43
2024 Q3	$677K	Buy	3,906 +8	+0.2%	+$1.36K	0.27%	41
2024 Q2	$643K	Sell	3,898 -4	-0.1%	-$654	0.28%	40
2024 Q1	$633K	Sell	3,902 -113	-3%	-$17.7K	0.29%	37
2023 Q4	$588K	Buy	+4,015	New	+$595K	0.29%	39

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 Management Group's PG Position: Q2 2026 in Review

Private Wealth Management Group increased its Procter & Gamble (PG) stake by 6.7% in Q2 2026, buying an estimated $34.5K and bringing the position to 3,758 shares worth $551K. The position accounts for 0.13% of the portfolio, ranked #61.

Private Wealth Management Group first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $677K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Private Wealth Management Group held 3,758 shares of Procter & Gamble worth $551K as of Q2 2026.
Private Wealth Management Group bought 237 Procter & Gamble shares in Q2 2026, an estimated $34.5K.
Procter & Gamble made up 0.13% of Private Wealth Management Group's portfolio in Q2 2026, its #61 holding.
Private Wealth Management Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Procter & Gamble position peaked at $677K in Q3 2024.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.