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

Sax 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	$1.75M	Buy	12,123 +4,873	+67%	+$709K	0.07%	166
2026 Q1	$1.04M	Sell	7,250 -79	-1%	-$12K	0.05%	191
2025 Q4	$1.05M	Buy	7,329 +144	+2%	+$21.2K	0.05%	195
2025 Q3	$1.1M	Buy	7,185 +79	+1%	+$12.3K	0.06%	174
2025 Q2	$1.13M	Buy	7,106 +1,513	+27%	+$247K	0.07%	164
2025 Q1	$953K	Buy	5,593 +605	+12%	+$101K	0.07%	146
2024 Q4	$836K	Buy	4,988 +14	+0.3%	+$2.38K	0.07%	138
2024 Q3	$861K	Buy	4,974 +241	+5%	+$40.9K	0.08%	104
2024 Q2	$781K	Buy	4,733 +289	+7%	+$47.2K	0.07%	107
2024 Q1	$721K	Buy	4,444 +671	+18%	+$105K	0.08%	93
2023 Q4	$553K	Buy	3,773 +643	+21%	+$95.2K	0.09%	111
2023 Q3	$457K	Sell	3,130 -170	-5%	-$26K	0.09%	117
2023 Q2	$501K	Sell	3,300 -53	-2%	-$7.99K	0.1%	111
2023 Q1	$499K	Hold	3,353	–	–	0.11%	109
2022 Q4	$508K	Sell	3,353 -967	-22%	-$136K	0.12%	102
2022 Q3	$545K	Sell	4,320 -120	-3%	-$17K	0.14%	89
2022 Q2	$638K	Buy	4,440 +28	+0.6%	+$4.21K	0.16%	84
2022 Q1	$674K	Hold	4,412	–	–	0.16%	82
2021 Q4	$722K	Buy	4,412 +1,362	+45%	+$202K	0.15%	86
2021 Q3	$426K	Buy	3,050 +1	+0%	+$142	0.1%	107
2021 Q2	$411K	Buy	3,049 +1	+0%	+$135	0.14%	104
2021 Q1	$413K	Buy	3,048 +5	+0.2%	+$652	0.15%	94
2020 Q4	$423K	Buy	+3,043	New	+$425K	0.19%	82

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

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

Sax Wealth Advisors increased its Procter & Gamble (PG) stake by 67% in Q2 2026, buying an estimated $709K and bringing the position to 12,123 shares worth $1.75M. The position accounts for 0.07% of the portfolio, ranked #166.

Sax Wealth Advisors first reported a position in PG in Q4 2020 and has held it in 23 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Sax Wealth Advisors held 12,123 shares of Procter & Gamble worth $1.75M as of Q2 2026.
Sax Wealth Advisors bought 4,873 Procter & Gamble shares in Q2 2026, an estimated $709K.
Procter & Gamble made up 0.07% of Sax Wealth Advisors's portfolio in Q2 2026, its #166 holding.
Sax Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.