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

Redwood 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 		– Sell
-7,349
Closed -$1.06M – 90
2026
Q1 		$1.06M Buy
7,349
+1
+0% +$152 0.46% 49
2025
Q4 		$1.05M Sell
7,348
-2
-0% -$295 0.44% 53
2025
Q3 		$1.13M Sell
7,350
-82
-1% -$12.8K 0.48% 47
2025
Q2 		$1.18M Sell
7,432
-149
-2% -$24.3K 0.53% 46
2025
Q1 		$1.29M Sell
7,581
-169
-2% -$28.3K 0.66% 43
2024
Q4 		$1.3M Sell
7,750
-358
-4% -$61K 0.63% 41
2024
Q3 		$1.4M Sell
8,108
-20
-0.2% -$3.4K 0.7% 38
2024
Q2 		$1.34M Sell
8,128
-144
-2% -$23.5K 1.01% 24
2024
Q1 		$1.34M Sell
8,272
-102
-1% -$16K 1.42% 23
2023
Q4 		$1.23M Sell
8,374
-2
-0% -$296 1.36% 20
2023
Q3 		$1.22M Buy
8,376
+51
+0.6% +$7.79K 1.43% 19
2023
Q2 		$1.26M Sell
8,325
-197
-2% -$29.7K 1.4% 19
2023
Q1 		$1.27M Sell
8,522
-374
-4% -$53.5K 1.44% 18
2022
Q4 		$1.35M Buy
+8,896
New +$1.25M 1.68% 18

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

Redwood Wealth Management Group's PG Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 7,349 shares — an estimated $1.06M sold.

Redwood Wealth Management Group first reported a position in PG in Q4 2022 and held it in 14 quarters. The position peaked at $1.4M in Q3 2024. 4,029 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 7,349 Procter & Gamble shares in Q2 2026, an estimated $1.06M.
  • Redwood Wealth Management Group first reported a position in Procter & Gamble in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Procter & Gamble position peaked at $1.4M in Q3 2024.
  • 4,029 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.