SWTS
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Stonehaven Wealth & Tax Solutions’s Procter & Gamble PG Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$265K Sell
1,806
-5
-0.3% -$728 0.21% 68
2026
Q1 		$262K Sell
1,811
-76
-4% -$11.5K 0.23% 69
2025
Q4 		$270K Sell
1,887
-141
-7% -$20.8K 0.24% 60
2025
Q3 		$312K Buy
2,028
+1
+0% +$156 0.29% 53
2025
Q2 		$323K Sell
2,027
-196
-9% -$32K 0.32% 49
2025
Q1 		$379K Buy
2,223
+79
+4% +$13.2K 0.4% 40
2024
Q4 		$359K Buy
+2,144
New +$365K 0.39% 59

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

Stonehaven Wealth & Tax Solutions's PG Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its Procter & Gamble (PG) stake by 0.28% in Q2 2026, selling an estimated $728 and leaving 1,806 shares worth $265K. The position accounts for 0.21% of the portfolio, ranked #68.

Stonehaven Wealth & Tax Solutions first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $379K in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 1,806 shares of Procter & Gamble worth $265K as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions sold 5 Procter & Gamble shares in Q2 2026, an estimated $728.
  • Procter & Gamble made up 0.21% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #68 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Stonehaven Wealth & Tax Solutions's Procter & Gamble position peaked at $379K in Q1 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.