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Tulsa Wealth Advisors’s Procter & Gamble PG Stock Holding History

Tulsa Wealth 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 		$255K Buy
1,738
+32
+2% +$4.66K 0.04% 150
2026
Q1 		$246K Sell
1,706
-1,229
-42% -$186K 0.04% 139
2025
Q4 		$421K Buy
+2,935
New +$433K 0.14% 80

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

Tulsa Wealth Advisors's PG Position: Q2 2026 in Review

Tulsa Wealth Advisors increased its Procter & Gamble (PG) stake by 1.9% in Q2 2026, buying an estimated $4.66K and bringing the position to 1,738 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #150.

Tulsa Wealth Advisors first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $421K in Q4 2025. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Tulsa Wealth Advisors held 1,738 shares of Procter & Gamble worth $255K as of Q2 2026.
  • Tulsa Wealth Advisors bought 32 Procter & Gamble shares in Q2 2026, an estimated $4.66K.
  • Procter & Gamble made up 0.04% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • Tulsa Wealth Advisors first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Tulsa Wealth Advisors's Procter & Gamble position peaked at $421K in Q4 2025.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.