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Rooted Wealth Advisors’s Procter & Gamble PG Stock Holding History

Rooted 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 		$727K Buy
4,960
+239
+5% +$34.8K 0.18% 78
2026
Q1 		$682K Buy
4,721
+225
+5% +$34.1K 0.18% 79
2025
Q4 		$705K Buy
4,496
+83
+2% +$12.2K 0.2% 76
2025
Q3 		$672K Buy
4,413
+772
+21% +$121K 0.2% 68
2025
Q2 		$572K Buy
3,641
+705
+24% +$115K 0.2% 61
2025
Q1 		$481K Buy
2,936
+160
+6% +$26.8K 0.21% 59
2024
Q4 		$448K Buy
2,776
+398
+17% +$67.8K 0.18% 63
2024
Q3 		$397K Buy
2,378
+71
+3% +$12.1K 0.18% 63
2024
Q2 		$389K Buy
2,307
+327
+17% +$53.5K 0.17% 62
2024
Q1 		$318K Buy
1,980
+37
+2% +$5.8K 0.16% 62
2023
Q4 		$309K Sell
1,943
-217
-10% -$32.1K 0.16% 63
2023
Q3 		$326K Buy
2,160
+126
+6% +$19.2K 0.2% 57
2023
Q2 		$310K Buy
2,034
+361
+22% +$54.4K 0.21% 58
2023
Q1 		$253K Buy
1,673
+188
+13% +$26.9K 0.19% 66
2022
Q4 		$225K Buy
+1,485
New +$208K 0.19% 64

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 $3.38T AUM 44.17% 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

Rooted Wealth Advisors's PG Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Procter & Gamble (PG) stake by 5.1% in Q2 2026, buying an estimated $34.8K and bringing the position to 4,960 shares worth $727K. The position accounts for 0.18% of the portfolio, ranked #78.

Rooted Wealth Advisors first reported a position in PG in Q4 2022 and has held it in 15 quarters since. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Rooted Wealth Advisors held 4,960 shares of Procter & Gamble worth $727K as of Q2 2026.
  • Rooted Wealth Advisors bought 239 Procter & Gamble shares in Q2 2026, an estimated $34.8K.
  • Procter & Gamble made up 0.18% of Rooted Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Rooted Wealth Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.