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

Quotient 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
2026
Q2 		$1.51M Buy
10,309
+298
+3% +$43.4K 0.04% 107
2026
Q1 		$1.45M Sell
10,011
-295
-3% -$44.7K 0.04% 99
2025
Q4 		$1.48M Sell
10,306
-1,656
-14% -$244K 0.04% 98
2025
Q3 		$1.84M Sell
11,962
-1,137
-9% -$178K 0.05% 86
2025
Q2 		$2.09M Buy
13,099
+753
+6% +$123K 0.06% 74
2025
Q1 		$2.1M Sell
12,346
-1,987
-14% -$333K 0.07% 69
2024
Q4 		$2.4M Sell
14,333
-974
-6% -$166K 0.08% 60
2024
Q3 		$2.65M Sell
15,307
-1,288
-8% -$219K 0.09% 56
2024
Q2 		$2.74M Sell
16,595
-6,174
-27% -$1.01M 0.1% 53
2024
Q1 		$3.69M Sell
22,769
-7,988
-26% -$1.25M 0.13% 49
2023
Q4 		$4.51M Buy
+30,757
New +$4.56M 0.17% 58

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

Quotient Wealth Partners's PG Position: Q2 2026 in Review

Quotient Wealth Partners increased its Procter & Gamble (PG) stake by 3% in Q2 2026, buying an estimated $43.4K and bringing the position to 10,309 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #107.

Quotient Wealth Partners first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.51M in Q4 2023. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Quotient Wealth Partners held 10,309 shares of Procter & Gamble worth $1.51M as of Q2 2026.
  • Quotient Wealth Partners bought 298 Procter & Gamble shares in Q2 2026, an estimated $43.4K.
  • Procter & Gamble made up 0.04% of Quotient Wealth Partners's portfolio in Q2 2026, its #107 holding.
  • Quotient Wealth Partners first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Procter & Gamble position peaked at $4.51M in Q4 2023.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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