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Spartan Wealth Advisory Services LLC’s Procter & Gamble PG Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$3.03M Sell
20,631
-7,291
-26% -$1.06M 0.25% 90
2026
Q1 		$4.03M Buy
+27,922
New +$4.23M 0.35% 68

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

Spartan Wealth Advisory Services LLC's PG Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Procter & Gamble (PG) stake by 26% in Q2 2026, selling an estimated $1.06M and leaving 20,631 shares worth $3.03M. The position accounts for 0.25% of the portfolio, ranked #90.

Spartan Wealth Advisory Services LLC first reported a position in PG in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.03M in Q1 2026. 3,975 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 20,631 shares of Procter & Gamble worth $3.03M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 7,291 Procter & Gamble shares in Q2 2026, an estimated $1.06M.
  • Procter & Gamble made up 0.25% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #90 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Procter & Gamble in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Procter & Gamble position peaked at $4.03M in Q1 2026.
  • 3,975 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.