Tanglewood Legacy Advisors’s Procter & Gamble PG Stock Holding History

Tanglewood Legacy 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	$75.1K	Hold	512	–	–	0.02%	148
2026 Q1	$74K	Hold	512	–	–	0.03%	146
2025 Q4	$73.4K	Buy	512 +107	+26%	+$15.8K	0.03%	147
2025 Q3	$62.2K	Sell	405 -74	-15%	-$11.6K	0.02%	158
2025 Q2	$76.3K	Hold	479	–	–	0.03%	147
2025 Q1	$81.6K	Hold	479	–	–	0.04%	140
2024 Q4	$80.3K	Hold	479	–	–	0.03%	139
2024 Q3	$83K	Hold	479	–	–	0.04%	132
2024 Q2	$79K	Hold	479	–	–	0.04%	134
2024 Q1	$77.7K	Hold	479	–	–	0.04%	137
2023 Q4	$70.2K	Hold	479	–	–	0.04%	130
2023 Q3	$69.9K	Sell	479 -200	-29%	-$30.5K	0.04%	136
2023 Q2	$103K	Hold	679	–	–	0.06%	113
2023 Q1	$101K	Hold	679	–	–	0.06%	109
2022 Q4	$103K	Buy	+679	New	+$95.2K	0.07%	91

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tanglewood Legacy Advisors's PG Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 512 shares worth $75.1K. The position accounts for 0.02% of the portfolio, ranked #148.

Tanglewood Legacy Advisors first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $103K in Q2 2023. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Tanglewood Legacy Advisors held 512 shares of Procter & Gamble worth $75.1K as of Q2 2026.
Tanglewood Legacy Advisors left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.02% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #148 holding.
Tanglewood Legacy Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Procter & Gamble position peaked at $103K in Q2 2023.
3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.