U.S. Wealth Group’s Procter & Gamble PG Stock Holding History

U.S. Wealth Group’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	$3.12M	Buy	21,274 +6,859	+48%	+$998K	1.87%	22
2026 Q1	$2.08M	Sell	14,415 -152	-1%	-$23K	1.41%	31
2025 Q4	$2.09M	Sell	14,567 -118	-0.8%	-$17.4K	1.38%	32
2025 Q3	$2.26M	Buy	14,685 +1,618	+12%	+$253K	1.47%	33
2025 Q2	$2.08M	Buy	13,067 +469	+4%	+$76.5K	1.62%	32
2025 Q1	$2.15M	Sell	12,598 -260	-2%	-$43.5K	1.7%	27
2024 Q4	$2.16M	Buy	+12,858	New	+$2.19M	1.63%	26

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

U.S. Wealth Group's PG Position: Q2 2026 in Review

U.S. Wealth Group increased its Procter & Gamble (PG) stake by 48% in Q2 2026, buying an estimated $998K and bringing the position to 21,274 shares worth $3.12M. The position accounts for 1.87% of the portfolio, ranked #22.

U.S. Wealth Group first reported a position in PG in Q4 2024 and has held it in 7 quarters since. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

U.S. Wealth Group held 21,274 shares of Procter & Gamble worth $3.12M as of Q2 2026.
U.S. Wealth Group bought 6,859 Procter & Gamble shares in Q2 2026, an estimated $998K.
Procter & Gamble made up 1.87% of U.S. Wealth Group's portfolio in Q2 2026, its #22 holding.
U.S. Wealth Group first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.