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

Talisman 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 		$315K Buy
2,145
+315
+17% +$45.8K 0.23% 83
2026
Q1 		$264K Sell
1,830
-472
-21% -$71.6K 0.21% 81
2025
Q4 		$330K Sell
2,302
-88
-4% -$13K 0.26% 74
2025
Q3 		$367K Sell
2,390
-14
-0.6% -$2.19K 0.3% 72
2025
Q2 		$383K Hold
2,404
– – 0.35% 69
2025
Q1 		$410K Sell
2,404
-168
-7% -$28.1K 0.42% 59
2024
Q4 		$431K Sell
2,572
-58
-2% -$9.88K 0.46% 54
2024
Q3 		$456K Sell
2,630
-29
-1% -$4.92K 0.48% 54
2024
Q2 		$438K Buy
2,659
+95
+4% +$15.5K 0.51% 52
2024
Q1 		$416K Sell
2,564
-18
-0.7% -$2.82K 0.52% 52
2023
Q4 		$378K Buy
2,582
+101
+4% +$15K 0.56% 51
2023
Q3 		$362K Sell
2,481
-7
-0.3% -$1.07K 0.63% 50
2023
Q2 		$378K Buy
2,488
+160
+7% +$24.1K 0.64% 50
2023
Q1 		$346K Buy
2,328
+264
+13% +$37.7K 0.63% 53
2022
Q4 		$313K Buy
+2,064
New +$289K 0.67% 50

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

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

Talisman Wealth Advisors increased its Procter & Gamble (PG) stake by 17% in Q2 2026, buying an estimated $45.8K and bringing the position to 2,145 shares worth $315K. The position accounts for 0.23% of the portfolio, ranked #83.

Talisman Wealth Advisors first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $456K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Talisman Wealth Advisors held 2,145 shares of Procter & Gamble worth $315K as of Q2 2026.
  • Talisman Wealth Advisors bought 315 Procter & Gamble shares in Q2 2026, an estimated $45.8K.
  • Procter & Gamble made up 0.23% of Talisman Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Talisman Wealth Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Talisman Wealth Advisors's Procter & Gamble position peaked at $456K in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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