TWD
PG icon

True Wealth Design’s Procter & Gamble PG Stock Holding History

True Wealth Design’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 		$260K Sell
1,772
-58
-3% -$8.44K 0.06% 81
2026
Q1 		$264K Buy
1,830
+1,095
+149% +$166K 0.07% 67
2025
Q4 		$105K Sell
735
-837
-53% -$123K 0.03% 180
2025
Q3 		$241K Buy
1,572
+455
+41% +$71.1K 0.07% 56
2025
Q2 		$178K Buy
1,117
+47
+4% +$7.67K 0.06% 59
2025
Q1 		$182K Buy
1,070
+82
+8% +$13.7K 0.07% 40
2024
Q4 		$166K Buy
988
+30
+3% +$5.11K 0.06% 34
2024
Q3 		$166K Buy
958
+14
+1% +$2.38K 0.06% 34
2024
Q2 		$156K Buy
944
+8
+0.9% +$1.31K 0.04% 122
2024
Q1 		$152K Buy
936
+172
+23% +$27K 0.04% 124
2023
Q4 		$112K Hold
764
– – 0.03% 131
2023
Q3 		$111K Sell
764
-78
-9% -$11.9K 0.04% 126
2023
Q2 		$128K Hold
842
– – 0.05% 122
2023
Q1 		$125K Buy
842
+78
+10% +$11.2K 0.05% 128
2022
Q4 		$116K Buy
+764
New +$107K 0.05% 121

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

True Wealth Design's PG Position: Q2 2026 in Review

True Wealth Design reduced its Procter & Gamble (PG) stake by 3.2% in Q2 2026, selling an estimated $8.44K and leaving 1,772 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #81.

True Wealth Design first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $264K in Q1 2026. 4,019 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • True Wealth Design held 1,772 shares of Procter & Gamble worth $260K as of Q2 2026.
  • True Wealth Design sold 58 Procter & Gamble shares in Q2 2026, an estimated $8.44K.
  • Procter & Gamble made up 0.06% of True Wealth Design's portfolio in Q2 2026, its #81 holding.
  • True Wealth Design first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Procter & Gamble position peaked at $264K in Q1 2026.
  • 4,019 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.