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Provident Wealth Management’s Procter & Gamble PG Stock Holding History

Provident Wealth 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 		$2.22M Sell
15,137
-70
-0.5% -$10.2K 0.57% 24
2026
Q1 		$2.2M Sell
15,207
-573
-4% -$86.9K 0.66% 20
2025
Q4 		$2.26M Sell
15,780
-4,647
-23% -$685K 0.67% 20
2025
Q3 		$3.14M Sell
20,427
-2,560
-11% -$400K 0.95% 16
2025
Q2 		$3.66M Sell
22,987
-592
-3% -$96.6K 1.2% 15
2025
Q1 		$4.02M Hold
23,579
– – 1.38% 15
2024
Q4 		$3.95M Sell
23,579
-625
-3% -$106K 1.32% 15
2024
Q3 		$4.19M Buy
24,204
+50
+0.2% +$8.49K 1.43% 17
2024
Q2 		$3.98M Sell
24,154
-57
-0.2% -$9.32K 1.46% 17
2024
Q1 		$3.93M Sell
24,211
-31
-0.1% -$4.86K 1.47% 17
2023
Q4 		$3.55M Hold
24,242
– – 1.56% 17
2023
Q3 		$3.54M Sell
24,242
-561
-2% -$85.7K 1.72% 16
2023
Q2 		$3.76M Buy
24,803
+14,540
+142% +$2.19M 1.85% 15
2023
Q1 		$1.53M Buy
+10,263
New +$1.47M 0.78% 26
2020
Q4 		– Sell
-933
Closed -$130K – 210
2020
Q3 		$130K Buy
+933
New +$124K 0.15% 57

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

Provident Wealth Management's PG Position: Q2 2026 in Review

Provident Wealth Management reduced its Procter & Gamble (PG) stake by 0.46% in Q2 2026, selling an estimated $10.2K and leaving 15,137 shares worth $2.22M. The position accounts for 0.57% of the portfolio, ranked #24.

Provident Wealth Management first reported a position in PG in Q3 2020 and has held it in 15 quarters since. The position peaked at $4.19M in Q3 2024. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Provident Wealth Management held 15,137 shares of Procter & Gamble worth $2.22M as of Q2 2026.
  • Provident Wealth Management sold 70 Procter & Gamble shares in Q2 2026, an estimated $10.2K.
  • Procter & Gamble made up 0.57% of Provident Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Provident Wealth Management first reported a position in Procter & Gamble in Q3 2020 and has held it in 15 quarters since.
  • Provident Wealth Management's Procter & Gamble position peaked at $4.19M in Q3 2024.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.