SWP
PG icon

Sagespring Wealth Partners’s Procter & Gamble PG Stock Holding History

Sagespring Wealth 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 		$5.22M Buy
35,575
+2,881
+9% +$419K 0.08% 128
2026
Q1 		$4.72M Sell
32,694
-6,086
-16% -$923K 0.09% 119
2025
Q4 		$5.56M Sell
38,780
-8,981
-19% -$1.32M 0.1% 102
2025
Q3 		$7.34M Sell
47,761
-3,127
-6% -$488K 0.14% 82
2025
Q2 		$8.11M Buy
50,888
+239
+0.5% +$39K 0.17% 73
2025
Q1 		$8.63M Buy
50,649
+4,596
+10% +$770K 0.22% 57
2024
Q4 		$7.72M Buy
+46,053
New +$7.84M 0.2% 56

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

Sagespring Wealth Partners's PG Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Procter & Gamble (PG) stake by 8.8% in Q2 2026, buying an estimated $419K and bringing the position to 35,575 shares worth $5.22M. The position accounts for 0.08% of the portfolio, ranked #128.

Sagespring Wealth Partners first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.63M in Q1 2025. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sagespring Wealth Partners held 35,575 shares of Procter & Gamble worth $5.22M as of Q2 2026.
  • Sagespring Wealth Partners bought 2,881 Procter & Gamble shares in Q2 2026, an estimated $419K.
  • Procter & Gamble made up 0.08% of Sagespring Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • Sagespring Wealth Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Procter & Gamble position peaked at $8.63M in Q1 2025.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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