Robinson Smith Wealth Advisors’s Procter & Gamble PG Stock Holding History

Robinson Smith Wealth Advisors’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	$656K	Sell	4,473 -211	-5%	-$30.7K	0.39%	44
2026 Q1	$677K	Hold	4,684	–	–	0.46%	37
2025 Q4	$671K	Hold	4,684	–	–	0.46%	40
2025 Q3	$720K	Sell	4,684 -45	-1%	-$7.03K	0.52%	36
2025 Q2	$753K	Buy	4,729 +45	+1%	+$7.34K	0.6%	32
2025 Q1	$798K	Hold	4,684	–	–	0.67%	33
2024 Q4	$785K	Hold	4,684	–	–	0.67%	33
2024 Q3	$811K	Sell	4,684 -387	-8%	-$65.7K	0.69%	34
2024 Q2	$836K	Buy	5,071 +59	+1%	+$9.65K	0.74%	35
2024 Q1	$813K	Sell	5,012 -9	-0.2%	-$1.41K	0.78%	31
2023 Q4	$736K	Buy	+5,021	New	+$744K	0.72%	34

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Robinson Smith Wealth Advisors's PG Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its Procter & Gamble (PG) stake by 4.5% in Q2 2026, selling an estimated $30.7K and leaving 4,473 shares worth $656K. The position accounts for 0.39% of the portfolio, ranked #44.

Robinson Smith Wealth Advisors first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $836K in Q2 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Robinson Smith Wealth Advisors held 4,473 shares of Procter & Gamble worth $656K as of Q2 2026.
Robinson Smith Wealth Advisors sold 211 Procter & Gamble shares in Q2 2026, an estimated $30.7K.
Procter & Gamble made up 0.39% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Robinson Smith Wealth Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's Procter & Gamble position peaked at $836K in Q2 2024.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.