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SMART Wealth’s Procter & Gamble PG Stock Holding History

SMART Wealth’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 		$209K Sell
1,423
-45
-3% -$6.55K 0.05% 215
2026
Q1 		$212K Buy
1,468
+2
+0.1% +$303 0.06% 202
2025
Q4 		$210K Buy
1,466
+14
+1% +$2.06K 0.06% 182
2025
Q3 		$223K Buy
1,452
+20
+1% +$3.12K 0.08% 131
2025
Q2 		$228K Sell
1,432
-199
-12% -$32.5K 0.07% 160
2025
Q1 		$278K Sell
1,631
-510
-24% -$85.4K 0.1% 131
2024
Q4 		$359K Sell
2,141
-410
-16% -$69.8K 0.13% 114
2024
Q3 		$442K Sell
2,551
-483
-16% -$82K 0.17% 95
2024
Q2 		$500K Buy
3,034
+397
+15% +$64.9K 0.2% 78
2024
Q1 		$428K Buy
2,637
+530
+25% +$83.1K 0.19% 74
2023
Q4 		$309K Buy
2,107
+267
+15% +$39.5K 0.17% 61
2023
Q3 		$268K Buy
1,840
+64
+4% +$9.78K 0.2% 58
2023
Q2 		$269K Buy
1,776
+184
+12% +$27.7K 0.2% 63
2023
Q1 		$237K Buy
1,592
+57
+4% +$8.15K 0.21% 66
2022
Q4 		$233K Buy
+1,535
New +$215K 0.18% 76

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

SMART Wealth's PG Position: Q2 2026 in Review

SMART Wealth reduced its Procter & Gamble (PG) stake by 3.1% in Q2 2026, selling an estimated $6.55K and leaving 1,423 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #215.

SMART Wealth first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $500K in Q2 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • SMART Wealth held 1,423 shares of Procter & Gamble worth $209K as of Q2 2026.
  • SMART Wealth sold 45 Procter & Gamble shares in Q2 2026, an estimated $6.55K.
  • Procter & Gamble made up 0.05% of SMART Wealth's portfolio in Q2 2026, its #215 holding.
  • SMART Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • SMART Wealth's Procter & Gamble position peaked at $500K in Q2 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.