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Sagace Wealth Management’s Procter & Gamble PG Stock Holding History

Sagace 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 		$265K Sell
1,807
-306
-14% -$44.5K 0.17% 64
2026
Q1 		$305K Sell
2,113
-48
-2% -$7.28K 0.2% 58
2025
Q4 		$310K Buy
2,161
+32
+2% +$4.72K 0.21% 54
2025
Q3 		$327K Sell
2,129
-459
-18% -$71.7K 0.22% 54
2025
Q2 		$412K Sell
2,588
-9
-0.3% -$1.47K 0.31% 47
2025
Q1 		$443K Buy
2,597
+39
+2% +$6.53K 0.33% 48
2024
Q4 		$429K Sell
2,558
-159
-6% -$27.1K 0.32% 51
2024
Q3 		$469K Buy
+2,717
New +$461K 0.36% 44

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

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

Sagace Wealth Management reduced its Procter & Gamble (PG) stake by 14% in Q2 2026, selling an estimated $44.5K and leaving 1,807 shares worth $265K. The position accounts for 0.17% of the portfolio, ranked #64.

Sagace Wealth Management first reported a position in PG in Q3 2024 and has held it in 8 quarters since. The position peaked at $469K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sagace Wealth Management held 1,807 shares of Procter & Gamble worth $265K as of Q2 2026.
  • Sagace Wealth Management sold 306 Procter & Gamble shares in Q2 2026, an estimated $44.5K.
  • Procter & Gamble made up 0.17% of Sagace Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Sagace Wealth Management first reported a position in Procter & Gamble in Q3 2024 and has held it in 8 quarters since.
  • Sagace Wealth Management's Procter & Gamble position peaked at $469K in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.