SWIG
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Strategic Wealth Investment Group’s Procter & Gamble PG Stock Holding History

Strategic Wealth Investment Group’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 		$10.4M Sell
71,103
-449
-0.6% -$65.4K 1.26% 31
2026
Q1 		$10.3M Buy
71,552
+545
+0.8% +$82.6K 1.31% 31
2025
Q4 		$10.2M Sell
71,007
-35,566
-33% -$5.24M 1.25% 30
2025
Q3 		$16.4M Buy
106,573
+97,479
+1,072% +$15.2M 1.38% 25
2025
Q2 		$1.45M Buy
9,094
+501
+6% +$81.8K 2.1% 15
2025
Q1 		$1.46M Sell
8,593
-94,799
-92% -$15.9M 2.55% 11
2024
Q4 		$17.3M Buy
103,392
+2,611
+3% +$445K 1.92% 17
2024
Q3 		$17.4M Buy
100,781
+2,973
+3% +$505K 1.87% 15
2024
Q2 		$15.9M Buy
+97,808
New +$16M 2.01% 14
2023
Q4 		$10.7M Buy
72,824
+10,680
+17% +$1.58M 1.6% 22
2023
Q3 		$9.06M Buy
62,144
+7,736
+14% +$1.18M 1.64% 21
2023
Q2 		$8.26M Buy
54,408
+6,228
+13% +$939K 1.31% 25
2023
Q1 		$7.16M Buy
48,180
+7,192
+18% +$1.03M 1.33% 23
2022
Q4 		$6M Buy
40,988
+8,616
+27% +$1.21M 1.39% 19
2022
Q3 		$4.09M Buy
32,372
+878
+3% +$125K 1.18% 23
2022
Q2 		$4.53M Sell
31,494
-2,404
-7% -$361K 1.13% 20
2022
Q1 		$5.18M Buy
33,898
+4,996
+17% +$782K 1.24% 21
2021
Q4 		$4.73M Buy
28,902
+3,850
+15% +$572K 1.23% 22
2021
Q3 		$3.51M Buy
25,052
+3,992
+19% +$566K 1.05% 27
2021
Q2 		$2.84M Buy
21,060
+6,506
+45% +$880K 1.01% 28
2021
Q1 		$1.97M Buy
14,554
+3,012
+26% +$393K 0.95% 30
2020
Q4 		$1.61M Buy
11,542
+1,121
+11% +$157K 0.94% 30
2020
Q3 		$1.45M Buy
10,421
+1,645
+19% +$218K 1.09% 23
2020
Q2 		$1.05M Sell
8,776
-2,061
-19% -$240K 1.03% 27
2020
Q1 		$1.19M Buy
10,837
+4,744
+78% +$569K 1.94% 16
2019
Q4 		$761K Buy
+6,093
New +$745K 0.79% 29

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

Strategic Wealth Investment Group's PG Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Procter & Gamble (PG) stake by 0.63% in Q2 2026, selling an estimated $65.4K and leaving 71,103 shares worth $10.4M. The position accounts for 1.26% of the portfolio, ranked #31.

Strategic Wealth Investment Group first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.4M in Q3 2024. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Strategic Wealth Investment Group held 71,103 shares of Procter & Gamble worth $10.4M as of Q2 2026.
  • Strategic Wealth Investment Group sold 449 Procter & Gamble shares in Q2 2026, an estimated $65.4K.
  • Procter & Gamble made up 1.26% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #31 holding.
  • Strategic Wealth Investment Group first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Strategic Wealth Investment Group's Procter & Gamble position peaked at $17.4M in Q3 2024.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.