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Strategies Wealth Advisors’s Procter & Gamble PG Stock Holding History

Strategies Wealth Advisors’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 		$715K Buy
4,877
+192
+4% +$27.9K 0.06% 96
2026
Q1 		$677K Sell
4,685
-522
-10% -$79.1K 0.07% 81
2025
Q4 		$746K Buy
5,207
+2,561
+97% +$378K 0.07% 69
2025
Q3 		$407K Sell
2,646
-1,890
-42% -$295K 0.04% 122
2025
Q2 		$723K Buy
4,536
+189
+4% +$30.8K 0.08% 76
2025
Q1 		$741K Buy
4,347
+2,439
+128% +$409K 0.09% 68
2024
Q4 		$324K Buy
+1,908
New +$325K 0.04% 99

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

Strategies Wealth Advisors's PG Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Procter & Gamble (PG) stake by 4.1% in Q2 2026, buying an estimated $27.9K and bringing the position to 4,877 shares worth $715K. The position accounts for 0.06% of the portfolio, ranked #96.

Strategies Wealth Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $746K in Q4 2025. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Strategies Wealth Advisors held 4,877 shares of Procter & Gamble worth $715K as of Q2 2026.
  • Strategies Wealth Advisors bought 192 Procter & Gamble shares in Q2 2026, an estimated $27.9K.
  • Procter & Gamble made up 0.06% of Strategies Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Strategies Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Strategies Wealth Advisors's Procter & Gamble position peaked at $746K in Q4 2025.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.