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StrongBox Wealth’s Procter & Gamble PG Stock Holding History

StrongBox Wealth’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 		$467K Buy
3,184
+123
+4% +$17.9K 0.13% 78
2026
Q1 		$442K Sell
3,061
-112
-4% -$17K 0.14% 75
2025
Q4 		$455K Buy
3,173
+253
+9% +$37.3K 0.15% 71
2025
Q3 		$449K Sell
2,920
-128
-4% -$20K 0.15% 71
2025
Q2 		$486K Buy
3,048
+162
+6% +$26.4K 0.18% 66
2025
Q1 		$492K Sell
2,886
-289
-9% -$48.4K 0.21% 66
2024
Q4 		$532K Sell
3,175
-61
-2% -$10.4K 0.23% 59
2024
Q3 		$561K Buy
3,236
+118
+4% +$20K 0.24% 58
2024
Q2 		$514K Buy
3,118
+399
+15% +$65.2K 0.24% 54
2024
Q1 		$441K Sell
2,719
-64
-2% -$10K 0.23% 56
2023
Q4 		$408K Buy
2,783
+12
+0.4% +$1.78K 0.24% 57
2023
Q3 		$404K Buy
2,771
+2
+0.1% +$305 0.26% 59
2023
Q2 		$420K Buy
2,769
+2
+0.1% +$301 0.27% 63
2023
Q1 		$411K Sell
2,767
-8
-0.3% -$1.14K 0.28% 63
2022
Q4 		$421K Buy
2,775
+52
+2% +$7.29K 0.3% 59
2022
Q3 		$344K Sell
2,723
-8
-0.3% -$1.14K 0.25% 64
2022
Q2 		$393K Buy
2,731
+3
+0.1% +$451 0.25% 65
2022
Q1 		$417K Sell
2,728
-44
-2% -$6.88K 0.24% 67
2021
Q4 		$453K Sell
2,772
-1,341
-33% -$199K 0.23% 73
2021
Q3 		$575K Sell
4,113
-3
-0.1% -$425 0.32% 59
2021
Q2 		$555K Sell
4,116
-98
-2% -$13.3K 0.32% 60
2021
Q1 		$571K Buy
4,214
+1
+0% +$130 0.35% 59
2020
Q4 		$586K Buy
4,213
+17
+0.4% +$2.38K 0.38% 55
2020
Q3 		$583K Sell
4,196
-70
-2% -$9.29K 0.43% 51
2020
Q2 		$510K Buy
4,266
+331
+8% +$38.6K 0.46% 56
2020
Q1 		$433K Buy
+3,935
New +$472K 0.49% 54

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

StrongBox Wealth's PG Position: Q2 2026 in Review

StrongBox Wealth increased its Procter & Gamble (PG) stake by 4% in Q2 2026, buying an estimated $17.9K and bringing the position to 3,184 shares worth $467K. The position accounts for 0.13% of the portfolio, ranked #78.

StrongBox Wealth first reported a position in PG in Q1 2020 and has held it in 26 quarters since. The position peaked at $586K in Q4 2020. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • StrongBox Wealth held 3,184 shares of Procter & Gamble worth $467K as of Q2 2026.
  • StrongBox Wealth bought 123 Procter & Gamble shares in Q2 2026, an estimated $17.9K.
  • Procter & Gamble made up 0.13% of StrongBox Wealth's portfolio in Q2 2026, its #78 holding.
  • StrongBox Wealth first reported a position in Procter & Gamble in Q1 2020 and has held it in 26 quarters since.
  • StrongBox Wealth's Procter & Gamble position peaked at $586K in Q4 2020.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.