TAFW
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Tred Avon Family Wealth’s Procter & Gamble PG Stock Holding History

Tred Avon Family 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 		$1.73M Sell
11,771
-226
-2% -$32.9K 0.53% 41
2026
Q1 		$1.73M Hold
11,997
– – 0.58% 40
2025
Q4 		$1.72M Buy
11,997
+595
+5% +$87.7K 0.56% 37
2025
Q3 		$1.75M Buy
+11,402
New +$1.78M 0.6% 36

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

Tred Avon Family Wealth's PG Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Procter & Gamble (PG) stake by 1.9% in Q2 2026, selling an estimated $32.9K and leaving 11,771 shares worth $1.73M. The position accounts for 0.53% of the portfolio, ranked #41.

Tred Avon Family Wealth first reported a position in PG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.75M in Q3 2025. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Tred Avon Family Wealth held 11,771 shares of Procter & Gamble worth $1.73M as of Q2 2026.
  • Tred Avon Family Wealth sold 226 Procter & Gamble shares in Q2 2026, an estimated $32.9K.
  • Procter & Gamble made up 0.53% of Tred Avon Family Wealth's portfolio in Q2 2026, its #41 holding.
  • Tred Avon Family Wealth first reported a position in Procter & Gamble in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Procter & Gamble position peaked at $1.75M in Q3 2025.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.