Root Financial Partners’s Procter & Gamble PG Stock Holding History

Root Financial 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	$803K	Sell	5,475 -906	-14%	-$132K	0.03%	139
2026 Q1	$922K	Buy	6,381 +1,224	+24%	+$186K	0.04%	110
2025 Q4	$739K	Buy	5,157 +266	+5%	+$39.2K	0.04%	123
2025 Q3	$751K	Buy	4,891 +881	+22%	+$138K	0.05%	104
2025 Q2	$639K	Buy	4,010 +1,302	+48%	+$213K	0.06%	101
2025 Q1	$462K	Buy	2,708 +116	+4%	+$19.4K	0.05%	120
2024 Q4	$435K	Sell	2,592 -748	-22%	-$127K	0.05%	125
2024 Q3	$578K	Buy	+3,340	New	+$567K	0.09%	83
2024 Q2	–	Sell	-1,260	Closed	-$204K	–	116
2024 Q1	$204K	Buy	+1,260	New	+$198K	0.06%	93

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

Root Financial Partners's PG Position: Q2 2026 in Review

Root Financial Partners reduced its Procter & Gamble (PG) stake by 14% in Q2 2026, selling an estimated $132K and leaving 5,475 shares worth $803K. The position accounts for 0.03% of the portfolio, ranked #139.

Root Financial Partners first reported a position in PG in Q1 2024 and has held it in 9 quarters since. The position peaked at $922K in Q1 2026. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Root Financial Partners held 5,475 shares of Procter & Gamble worth $803K as of Q2 2026.
Root Financial Partners sold 906 Procter & Gamble shares in Q2 2026, an estimated $132K.
Procter & Gamble made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #139 holding.
Root Financial Partners first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
Root Financial Partners's Procter & Gamble position peaked at $922K in Q1 2026.
4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.