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SIMA Wealth Partners’s Procter & Gamble PG Stock Holding History

SIMA Wealth Partners’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 		$59.1K Hold
403
– – 0.04% 79
2026
Q1 		$58.2K Hold
403
– – 0.04% 77
2025
Q4 		$57.8K Sell
403
-76
-16% -$11.2K 0.04% 77
2025
Q3 		$73.6K Sell
479
-27
-5% -$4.22K 0.06% 73
2025
Q2 		$80.6K Hold
506
– – 0.07% 67
2025
Q1 		$86.2K Buy
506
+50
+11% +$8.38K 0.07% 71
2024
Q4 		$76.4K Hold
456
– – 0.07% 74
2024
Q3 		$79K Sell
456
-16
-3% -$2.72K 0.07% 70
2024
Q2 		$77.8K Buy
+472
New +$77.2K 0.07% 69

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

SIMA Wealth Partners's PG Position: Q2 2026 in Review

SIMA Wealth Partners held its Procter & Gamble (PG) position steady in Q2 2026 at 403 shares worth $59.1K. The position accounts for 0.04% of the portfolio, ranked #79.

SIMA Wealth Partners first reported a position in PG in Q2 2024 and has held it in 9 quarters since. The position peaked at $86.2K in Q1 2025. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • SIMA Wealth Partners held 403 shares of Procter & Gamble worth $59.1K as of Q2 2026.
  • SIMA Wealth Partners left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.04% of SIMA Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • SIMA Wealth Partners first reported a position in Procter & Gamble in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's Procter & Gamble position peaked at $86.2K in Q1 2025.
  • 3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.