VW
PG icon

Vance Wealth’s Procter & Gamble PG Stock Holding History

Vance Wealth’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 		$11.2M Sell
76,566
-6,838
-8% -$995K 2.53% 8
2026
Q1 		$12M Buy
83,404
+231
+0.3% +$35K 3.48% 4
2025
Q4 		$11.9M Sell
83,173
-3,747
-4% -$552K 3.54% 4
2025
Q3 		$13.4M Buy
86,920
+23
+0% +$3.59K 4.11% 4
2025
Q2 		$13.8M Buy
86,897
+67
+0.1% +$10.9K 4.67% 3
2025
Q1 		$14.8M Sell
86,830
-29
-0% -$4.86K 5.56% 3
2024
Q4 		$14.6M Sell
86,859
-367
-0.4% -$62.5K 5.62% 3
2024
Q3 		$15.1M Buy
87,226
+54
+0.1% +$9.17K 5.72% 3
2024
Q2 		$14.4M Sell
87,172
-127
-0.1% -$20.8K 5.9% 3
2024
Q1 		$14.2M Sell
87,299
-24
-0% -$3.76K 5.64% 3
2023
Q4 		$12.8M Sell
87,323
-358
-0.4% -$53K 5.55% 3
2023
Q3 		$12.8M Sell
87,681
-61
-0.1% -$9.32K 5.98% 3
2023
Q2 		$13.3M Buy
87,742
+82,353
+1,528% +$12.4M 6.06% 3
2023
Q1 		$801K Buy
5,389
+212
+4% +$30.3K 0.43% 37
2022
Q4 		$785K Sell
5,177
-49
-0.9% -$6.87K 0.49% 32
2022
Q3 		$660K Sell
5,226
-124
-2% -$17.6K 0.51% 29
2022
Q2 		$769K Sell
5,350
-145
-3% -$21.8K 0.59% 27
2022
Q1 		$840K Buy
5,495
+3,663
+200% +$573K 1.06% 18
2021
Q4 		$300K Buy
+1,832
New +$272K 0.29% 45

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

Vance Wealth's PG Position: Q2 2026 in Review

Vance Wealth reduced its Procter & Gamble (PG) stake by 8.2% in Q2 2026, selling an estimated $995K and leaving 76,566 shares worth $11.2M. The position accounts for 2.53% of the portfolio, ranked #8.

Vance Wealth first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.1M in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Vance Wealth held 76,566 shares of Procter & Gamble worth $11.2M as of Q2 2026.
  • Vance Wealth sold 6,838 Procter & Gamble shares in Q2 2026, an estimated $995K.
  • Procter & Gamble made up 2.53% of Vance Wealth's portfolio in Q2 2026, its #8 holding.
  • Vance Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Vance Wealth's Procter & Gamble position peaked at $15.1M in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.