RWM
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RMG Wealth Management’s Procter & Gamble PG Stock Holding History

RMG 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 		$53.3K Buy
370
+149
+67% +$21.7K 0.01% 164
2026
Q1 		$31.7K Hold
221
– – ﹤0.01% 192
2025
Q4 		$33K Hold
221
– – ﹤0.01% 176
2025
Q3 		$33.8K Sell
221
-19
-8% -$2.97K ﹤0.01% 162
2025
Q2 		$37.2K Buy
+240
New +$39.2K 0.01% 152

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

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

RMG Wealth Management increased its Procter & Gamble (PG) stake by 67% in Q2 2026, buying an estimated $21.7K and bringing the position to 370 shares worth $53.3K. The position accounts for 0.01% of the portfolio, ranked #164.

RMG Wealth Management first reported a position in PG in Q2 2025 and has held it in 5 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • RMG Wealth Management held 370 shares of Procter & Gamble worth $53.3K as of Q2 2026.
  • RMG Wealth Management bought 149 Procter & Gamble shares in Q2 2026, an estimated $21.7K.
  • Procter & Gamble made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #164 holding.
  • RMG Wealth Management first reported a position in Procter & Gamble in Q2 2025 and has held it in 5 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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