UWP
PG icon

Uniting Wealth Partners’s Procter & Gamble PG Stock Holding History

Uniting Wealth Partners’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 		$277K Sell
1,891
-261
-12% -$38K 0.06% 158
2026
Q1 		$311K Sell
2,152
-832
-28% -$126K 0.07% 146
2025
Q4 		$428K Sell
2,984
-311
-9% -$45.9K 0.13% 90
2025
Q3 		$506K Buy
3,295
+1,920
+140% +$300K 0.12% 97
2025
Q2 		$219K Hold
1,375
– – 0.08% 99
2025
Q1 		$234K Hold
1,375
– – 0.12% 87
2024
Q4 		$231K Buy
+1,375
New +$234K 0.11% 84

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

Uniting Wealth Partners's PG Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Procter & Gamble (PG) stake by 12% in Q2 2026, selling an estimated $38K and leaving 1,891 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #158.

Uniting Wealth Partners first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $506K in Q3 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Uniting Wealth Partners held 1,891 shares of Procter & Gamble worth $277K as of Q2 2026.
  • Uniting Wealth Partners sold 261 Procter & Gamble shares in Q2 2026, an estimated $38K.
  • Procter & Gamble made up 0.06% of Uniting Wealth Partners's portfolio in Q2 2026, its #158 holding.
  • Uniting Wealth Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Procter & Gamble position peaked at $506K in Q3 2025.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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