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

Private Wealth Partners’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
2020 Q4	–	Sell	-4,200	Closed	-$1K	–	127
2020 Q3	$1K	Buy	+4,200	New	+$558K	﹤0.01%	116
2020 Q2	–	Sell	-4,200	Closed	-$2K	–	127
2020 Q1	$2K	Buy	+4,200	New	+$504K	﹤0.01%	124
2019 Q4	–	Sell	-3,400	Closed	-$1K	–	132
2019 Q3	$1K	Buy	+3,400	New	+$402K	﹤0.01%	123

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 $3.38T AUM 44.17% 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 Partners's PG Position: Q2 2026 in Review

Private Wealth Partners reduced its Procter & Gamble (PG) stake by 3.2% in Q2 2026, selling an estimated $104K and leaving 21,782 shares worth $3.19M. The position accounts for 0.23% of the portfolio, ranked #58.

Private Wealth Partners first reported a position in PG in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.98M in Q1 2018. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Private Wealth Partners held 21,782 shares of Procter & Gamble worth $3.19M as of Q2 2026.
Private Wealth Partners sold 713 Procter & Gamble shares in Q2 2026, an estimated $104K.
Procter & Gamble made up 0.23% of Private Wealth Partners's portfolio in Q2 2026, its #58 holding.
Private Wealth Partners first reported a position in Procter & Gamble in Q2 2013 and has held it in 49 quarters since.
Private Wealth Partners's Procter & Gamble position peaked at $7.98M in Q1 2018.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.