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

Shepherd 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 		$612K Buy
4,247
+15
+0.4% +$2.18K 0.34% 24
2026
Q1 		$607K Buy
4,232
+2,717
+179% +$412K 0.45% 24
2025
Q4 		$219K Buy
1,515
+7
+0.5% +$1.03K 0.15% 42
2025
Q3 		$221K Buy
1,508
+6
+0.4% +$937 0.15% 41
2025
Q2 		$231K Sell
1,502
-89
-6% -$14.5K 0.16% 45
2025
Q1 		$271K Sell
1,591
-4,017
-72% -$673K 0.28% 29
2024
Q4 		$940K Buy
+5,608
New +$955K 0.92% 26

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

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

Shepherd Wealth Management increased its Procter & Gamble (PG) stake by 0.35% in Q2 2026, buying an estimated $2.18K and bringing the position to 4,247 shares worth $612K. The position accounts for 0.34% of the portfolio, ranked #24.

Shepherd Wealth Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $940K in Q4 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Shepherd Wealth Management held 4,247 shares of Procter & Gamble worth $612K as of Q2 2026.
  • Shepherd Wealth Management bought 15 Procter & Gamble shares in Q2 2026, an estimated $2.18K.
  • Procter & Gamble made up 0.34% of Shepherd Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Shepherd Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Shepherd Wealth Management's Procter & Gamble position peaked at $940K in Q4 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.