TCWM
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Total Clarity Wealth Management’s Procter & Gamble PG Stock Holding History

Total Clarity 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 		$354K Sell
2,413
-71
-3% -$10.3K 0.07% 271
2026
Q1 		$359K Sell
2,484
-113
-4% -$17.1K 0.08% 223
2025
Q4 		$372K Buy
2,597
+138
+6% +$20.3K 0.09% 207
2025
Q3 		$378K Buy
2,459
+24
+1% +$3.75K 0.1% 197
2025
Q2 		$388K Buy
2,435
+181
+8% +$29.5K 0.11% 186
2025
Q1 		$378K Hold
2,254
– – 0.12% 173
2024
Q4 		$378K Sell
2,254
-59
-3% -$10K 0.12% 173
2024
Q3 		$401K Buy
2,313
+108
+5% +$18.3K 0.13% 161
2024
Q2 		$364K Sell
2,205
-243
-10% -$39.7K 0.13% 162
2024
Q1 		$397K Sell
2,448
-231
-9% -$36.2K 0.14% 168
2023
Q4 		$393K Sell
2,679
-603
-18% -$89.3K 0.16% 148
2023
Q3 		$479K Buy
3,282
+325
+11% +$49.6K 0.23% 113
2023
Q2 		$449K Buy
2,957
+138
+5% +$20.8K 0.22% 114
2023
Q1 		$419K Sell
2,819
-986
-26% -$141K 0.23% 102
2022
Q4 		$577K Buy
3,805
+181
+5% +$25.4K 0.29% 87
2022
Q3 		$458K Buy
3,624
+84
+2% +$11.9K 0.29% 96
2022
Q2 		$509K Buy
3,540
+1,810
+105% +$272K 0.26% 92
2022
Q1 		$264K Sell
1,730
-11
-0.6% -$1.72K 0.14% 177
2021
Q4 		$285K Sell
1,741
-284
-14% -$42.2K 0.13% 166
2021
Q3 		$283K Hold
2,025
– – 0.13% 167
2021
Q2 		$273K Buy
2,025
+463
+30% +$62.6K 0.15% 173
2021
Q1 		$212K Hold
1,562
– – 0.12% 170
2020
Q4 		$217K Sell
1,562
-35
-2% -$4.89K 0.15% 141
2020
Q3 		$222K Buy
+1,597
New +$212K 0.19% 116
2020
Q1 		– Sell
-1,402
Closed -$175K – 473
2019
Q4 		$175K Buy
+1,402
New +$172K 0.13% 132

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 $3.38T AUM 44.17% 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

Total Clarity Wealth Management's PG Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Procter & Gamble (PG) stake by 2.9% in Q2 2026, selling an estimated $10.3K and leaving 2,413 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #271.

Total Clarity Wealth Management first reported a position in PG in Q4 2019 and has held it in 25 quarters since. The position peaked at $577K in Q4 2022. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Total Clarity Wealth Management held 2,413 shares of Procter & Gamble worth $354K as of Q2 2026.
  • Total Clarity Wealth Management sold 71 Procter & Gamble shares in Q2 2026, an estimated $10.3K.
  • Procter & Gamble made up 0.07% of Total Clarity Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Total Clarity Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 25 quarters since.
  • Total Clarity Wealth Management's Procter & Gamble position peaked at $577K in Q4 2022.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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