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

Revolve 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 		$842K Buy
5,745
+138
+2% +$20.1K 0.09% 124
2026
Q1 		$810K Buy
5,607
+97
+2% +$14.7K 0.11% 95
2025
Q4 		$790K Sell
5,510
-372
-6% -$54.9K 0.09% 101
2025
Q3 		$904K Sell
5,882
-95
-2% -$14.8K 0.11% 93
2025
Q2 		$952K Sell
5,977
-570
-9% -$93K 0.12% 88
2025
Q1 		$1.12M Buy
6,547
+377
+6% +$63.1K 0.16% 76
2024
Q4 		$1.03M Sell
6,170
-883
-13% -$150K 0.15% 76
2024
Q3 		$1.22M Buy
7,053
+478
+7% +$81.1K 0.19% 64
2024
Q2 		$1.08M Buy
6,575
+88
+1% +$14.4K 0.18% 65
2024
Q1 		$1.05M Buy
6,487
+148
+2% +$23.2K 0.18% 65
2023
Q4 		$929K Sell
6,339
-408
-6% -$60.4K 0.18% 64
2023
Q3 		$984K Buy
6,747
+145
+2% +$22.1K 0.23% 60
2023
Q2 		$1M Sell
6,602
-48
-0.7% -$7.24K 0.23% 59
2023
Q1 		$989K Buy
6,650
+361
+6% +$51.6K 0.25% 58
2022
Q4 		$953K Buy
6,289
+53
+0.8% +$7.43K 0.27% 59
2022
Q3 		$787K Buy
6,236
+40
+0.6% +$5.68K 0.26% 57
2022
Q2 		$891K Sell
6,196
-104
-2% -$15.6K 0.29% 54
2022
Q1 		$963K Buy
6,300
+300
+5% +$46.9K 0.28% 52
2021
Q4 		$982K Buy
+6,000
New +$891K 0.28% 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

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

Revolve Wealth Partners increased its Procter & Gamble (PG) stake by 2.5% in Q2 2026, buying an estimated $20.1K and bringing the position to 5,745 shares worth $842K. The position accounts for 0.09% of the portfolio, ranked #124.

Revolve Wealth Partners first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q3 2024. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Revolve Wealth Partners held 5,745 shares of Procter & Gamble worth $842K as of Q2 2026.
  • Revolve Wealth Partners bought 138 Procter & Gamble shares in Q2 2026, an estimated $20.1K.
  • Procter & Gamble made up 0.09% of Revolve Wealth Partners's portfolio in Q2 2026, its #124 holding.
  • Revolve Wealth Partners first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Procter & Gamble position peaked at $1.22M in Q3 2024.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.