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

Sendero 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	$2.36M	Buy	16,086 +2,221	+16%	+$323K	0.23%	73
2026 Q1	$2M	Sell	13,865 -1,486	-10%	-$225K	0.22%	68
2025 Q4	$2.2M	Sell	15,351 -148	-1%	-$21.8K	0.24%	64
2025 Q3	$2.38M	Sell	15,499 -18	-0.1%	-$2.81K	0.28%	62
2025 Q2	$2.47M	Buy	15,517 +94	+0.6%	+$15.3K	0.31%	62
2025 Q1	$2.63M	Sell	15,423 -110	-0.7%	-$18.4K	0.36%	56
2024 Q4	$2.6M	Buy	15,533 +148	+1%	+$25.2K	0.39%	53
2024 Q3	$2.66M	Sell	15,385 -1,318	-8%	-$224K	0.42%	47
2024 Q2	$2.75M	Buy	16,703 +84	+0.5%	+$13.7K	0.46%	43
2024 Q1	$2.7M	Buy	16,619 +116	+0.7%	+$18.2K	0.46%	48
2023 Q4	$2.42M	Sell	16,503 -902	-5%	-$134K	0.46%	49
2023 Q3	$2.54M	Hold	17,405	–	–	0.54%	37
2023 Q2	$2.64M	Buy	+17,405	New	+$2.62M	0.58%	38

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

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

Sendero Wealth Management increased its Procter & Gamble (PG) stake by 16% in Q2 2026, buying an estimated $323K and bringing the position to 16,086 shares worth $2.36M. The position accounts for 0.23% of the portfolio, ranked #73.

Sendero Wealth Management first reported a position in PG in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.75M in Q2 2024. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Sendero Wealth Management held 16,086 shares of Procter & Gamble worth $2.36M as of Q2 2026.
Sendero Wealth Management bought 2,221 Procter & Gamble shares in Q2 2026, an estimated $323K.
Procter & Gamble made up 0.23% of Sendero Wealth Management's portfolio in Q2 2026, its #73 holding.
Sendero Wealth Management first reported a position in Procter & Gamble in Q2 2023 and has held it in 13 quarters since.
Sendero Wealth Management's Procter & Gamble position peaked at $2.75M in Q2 2024.
4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.