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Tanager Wealth Management’s Procter & Gamble PG Stock Holding History

Tanager Wealth Management’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 		$898K Sell
6,126
-139
-2% -$20.2K 0.08% 64
2026
Q1 		$904K Buy
6,265
+78
+1% +$11.8K 0.09% 58
2025
Q4 		$887K Buy
6,187
+9
+0.1% +$1.33K 0.09% 58
2025
Q3 		$949K Sell
6,178
-403
-6% -$62.9K 0.1% 57
2025
Q2 		$1.05M Sell
6,581
-209
-3% -$34.1K 0.12% 50
2025
Q1 		$1.16M Buy
6,790
+15
+0.2% +$2.51K 0.15% 42
2024
Q4 		$1.14M Buy
6,775
+206
+3% +$35.1K 0.15% 42
2024
Q3 		$1.14M Buy
6,569
+81
+1% +$13.8K 0.15% 37
2024
Q2 		$1.07M Buy
6,488
+1,062
+20% +$174K 0.16% 37
2024
Q1 		$880K Buy
5,426
+1,250
+30% +$196K 0.14% 41
2023
Q4 		$612K Sell
4,176
-166
-4% -$24.6K 0.11% 46
2023
Q3 		$633K Buy
4,342
+36
+0.8% +$5.5K 0.13% 43
2023
Q2 		$653K Buy
4,306
+20
+0.5% +$3.01K 0.14% 45
2023
Q1 		$637K Sell
4,286
-184
-4% -$26.3K 0.15% 44
2022
Q4 		$677K Buy
4,470
+2,523
+130% +$354K 0.18% 43
2022
Q3 		$246K Hold
1,947
– – 0.19% 40
2022
Q2 		$280K Sell
1,947
-1,117
-36% -$168K 0.23% 34
2022
Q1 		$468K Sell
3,064
-1,266
-29% -$198K 0.35% 27
2021
Q4 		$708K Buy
+4,330
New +$643K 0.53% 24

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

Tanager Wealth Management's PG Position: Q2 2026 in Review

Tanager Wealth Management reduced its Procter & Gamble (PG) stake by 2.2% in Q2 2026, selling an estimated $20.2K and leaving 6,126 shares worth $898K. The position accounts for 0.08% of the portfolio, ranked #64.

Tanager Wealth Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Tanager Wealth Management held 6,126 shares of Procter & Gamble worth $898K as of Q2 2026.
  • Tanager Wealth Management sold 139 Procter & Gamble shares in Q2 2026, an estimated $20.2K.
  • Procter & Gamble made up 0.08% of Tanager Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Tanager Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Tanager Wealth Management's Procter & Gamble position peaked at $1.16M in Q1 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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