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

Sterling 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	$1.63M	Buy	11,130 +4,520	+68%	+$658K	0.41%	35
2026 Q1	$955K	Sell	6,610 -54	-0.8%	-$8.19K	0.26%	43
2025 Q4	$955K	Sell	6,664 -4,047	-38%	-$597K	0.27%	43
2025 Q3	$1.65M	Buy	10,711 +387	+4%	+$60.4K	0.5%	33
2025 Q2	$1.64M	Buy	+10,324	New	+$1.69M	0.56%	31
2024 Q4	$843K	Sell	5,030 -38	-0.7%	-$6.47K	0.31%	42
2024 Q3	$878K	Buy	5,068 +238	+5%	+$40.4K	0.33%	42
2024 Q2	$797K	Hold	4,830	–	–	0.38%	40
2024 Q1	$784K	Hold	4,830	–	–	0.39%	37
2023 Q4	$708K	Buy	+4,830	New	+$715K	0.4%	36

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

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

Sterling Wealth Management increased its Procter & Gamble (PG) stake by 68% in Q2 2026, buying an estimated $658K and bringing the position to 11,130 shares worth $1.63M. The position accounts for 0.41% of the portfolio, ranked #35.

Sterling Wealth Management first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.65M in Q3 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Sterling Wealth Management held 11,130 shares of Procter & Gamble worth $1.63M as of Q2 2026.
Sterling Wealth Management bought 4,520 Procter & Gamble shares in Q2 2026, an estimated $658K.
Procter & Gamble made up 0.41% of Sterling Wealth Management's portfolio in Q2 2026, its #35 holding.
Sterling Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
Sterling Wealth Management's Procter & Gamble position peaked at $1.65M in Q3 2025.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.