TWM
PG icon

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

Trueblood 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 		$1.12M Sell
7,646
-155
-2% -$22.6K 0.39% 83
2026
Q1 		$1.13M Sell
7,801
-321
-4% -$48.7K 0.44% 72
2025
Q4 		$1.16M Sell
8,122
-157
-2% -$23.1K 0.45% 70
2025
Q3 		$1.27M Buy
8,279
+41
+0.5% +$6.4K 0.5% 67
2025
Q2 		$1.31M Sell
8,238
-13
-0.2% -$2.12K 0.55% 57
2025
Q1 		$1.41M Buy
8,251
+369
+5% +$61.8K 0.65% 42
2024
Q4 		$1.32M Sell
7,882
-37
-0.5% -$6.3K 0.65% 41
2024
Q3 		$1.37M Sell
7,919
-5
-0.1% -$849 0.69% 36
2024
Q2 		$1.31M Buy
7,924
+137
+2% +$22.4K 0.74% 32
2024
Q1 		$1.26M Buy
7,787
+76
+1% +$11.9K 0.72% 36
2023
Q4 		$1.13M Buy
+7,711
New +$1.14M 0.71% 39

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

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

Trueblood Wealth Management reduced its Procter & Gamble (PG) stake by 2% in Q2 2026, selling an estimated $22.6K and leaving 7,646 shares worth $1.12M. The position accounts for 0.39% of the portfolio, ranked #83.

Trueblood Wealth Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Trueblood Wealth Management held 7,646 shares of Procter & Gamble worth $1.12M as of Q2 2026.
  • Trueblood Wealth Management sold 155 Procter & Gamble shares in Q2 2026, an estimated $22.6K.
  • Procter & Gamble made up 0.39% of Trueblood Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Trueblood Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Procter & Gamble position peaked at $1.41M in Q1 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.