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Secure Asset Management’s Procter & Gamble PG Stock Holding History

Secure Asset 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 		$3.23M Buy
22,006
+1,250
+6% +$182K 0.45% 60
2026
Q1 		$3M Buy
20,756
+1,521
+8% +$231K 0.47% 59
2025
Q4 		$2.76M Buy
19,235
+1,108
+6% +$163K 0.43% 61
2025
Q3 		$2.78M Buy
18,127
+4,120
+29% +$643K 0.46% 58
2025
Q2 		$2.23M Sell
14,007
-3,482
-20% -$568K 0.41% 65
2025
Q1 		$2.98M Buy
17,489
+12,406
+244% +$2.08M 0.6% 42
2024
Q4 		$852K Buy
5,083
+1,115
+28% +$190K 0.13% 141
2024
Q3 		$687K Buy
3,968
+54
+1% +$9.17K 0.12% 159
2024
Q2 		$646K Sell
3,914
-1,535
-28% -$251K 0.12% 146
2024
Q1 		$884K Sell
5,449
-3,889
-42% -$610K 0.21% 106
2023
Q4 		$1.37M Sell
9,338
-238
-2% -$35.3K 0.37% 65
2023
Q3 		$1.4M Sell
9,576
-9
-0.1% -$1.38K 0.42% 52
2023
Q2 		$1.45M Buy
9,585
+302
+3% +$45.5K 0.44% 62
2023
Q1 		$1.38M Buy
9,283
+315
+4% +$45K 0.46% 66
2022
Q4 		$1.36M Sell
8,968
-1,074
-11% -$151K 0.49% 63
2022
Q3 		$1.27M Buy
10,042
+97
+1% +$13.8K 0.71% 23
2022
Q2 		$1.43M Buy
9,945
+676
+7% +$102K 0.79% 23
2022
Q1 		$1.42M Buy
9,269
+202
+2% +$31.6K 0.64% 25
2021
Q4 		$1.48M Buy
9,067
+51
+0.6% +$7.57K 0.6% 27
2021
Q3 		$1.26M Sell
9,016
-101
-1% -$14.3K 0.62% 27
2021
Q2 		$1.23M Buy
9,117
+370
+4% +$50.1K 0.62% 26
2021
Q1 		$1.19M Sell
8,747
-48
-0.5% -$6.26K 0.66% 28
2020
Q4 		$1.22M Buy
8,795
+106
+1% +$14.8K 0.72% 30
2020
Q3 		$1.21M Sell
8,689
-207
-2% -$27.5K 0.83% 29
2020
Q2 		$1.06M Sell
8,896
-529
-6% -$61.7K 0.75% 30
2020
Q1 		$1.04M Buy
9,425
+293
+3% +$35.2K 1.12% 23
2019
Q4 		$1.14M Buy
+9,132
New +$1.12M 0.8% 30

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

Secure Asset Management's PG Position: Q2 2026 in Review

Secure Asset Management increased its Procter & Gamble (PG) stake by 6% in Q2 2026, buying an estimated $182K and bringing the position to 22,006 shares worth $3.23M. The position accounts for 0.45% of the portfolio, ranked #60.

Secure Asset Management first reported a position in PG in Q4 2019 and has held it in 27 quarters since. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Secure Asset Management held 22,006 shares of Procter & Gamble worth $3.23M as of Q2 2026.
  • Secure Asset Management bought 1,250 Procter & Gamble shares in Q2 2026, an estimated $182K.
  • Procter & Gamble made up 0.45% of Secure Asset Management's portfolio in Q2 2026, its #60 holding.
  • Secure Asset Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.