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Sard Wealth Management Group’s Procter & Gamble PG Stock Holding History

Sard Wealth Management Group’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 		$1.57M Buy
10,724
+54
+0.5% +$7.86K 0.75% 18
2026
Q1 		$1.54M Buy
10,670
+52
+0.5% +$7.88K 0.84% 17
2025
Q4 		$1.52M Sell
10,618
-257
-2% -$37.9K 0.84% 16
2025
Q3 		$1.67M Sell
10,875
-36
-0.3% -$5.62K 0.95% 16
2025
Q2 		$1.74M Sell
10,911
-103
-0.9% -$16.8K 1.07% 16
2025
Q1 		$1.88M Sell
11,014
-489
-4% -$81.9K 1.26% 13
2024
Q4 		$1.93M Sell
11,503
-54
-0.5% -$9.2K 1.3% 13
2024
Q3 		$2M Sell
11,557
-118
-1% -$20K 1.32% 13
2024
Q2 		$1.93M Buy
11,675
+8
+0.1% +$1.31K 1.35% 13
2024
Q1 		$1.89M Sell
11,667
-251
-2% -$39.4K 1.71% 11
2023
Q4 		$1.75M Buy
+11,918
New +$1.77M 1.76% 12

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

Sard Wealth Management Group's PG Position: Q2 2026 in Review

Sard Wealth Management Group increased its Procter & Gamble (PG) stake by 0.51% in Q2 2026, buying an estimated $7.86K and bringing the position to 10,724 shares worth $1.57M. The position accounts for 0.75% of the portfolio, ranked #18.

Sard Wealth Management Group first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2M in Q3 2024. 4,021 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sard Wealth Management Group held 10,724 shares of Procter & Gamble worth $1.57M as of Q2 2026.
  • Sard Wealth Management Group bought 54 Procter & Gamble shares in Q2 2026, an estimated $7.86K.
  • Procter & Gamble made up 0.75% of Sard Wealth Management Group's portfolio in Q2 2026, its #18 holding.
  • Sard Wealth Management Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Sard Wealth Management Group's Procter & Gamble position peaked at $2M in Q3 2024.
  • 4,021 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.