Veridan Wealth’s Procter & Gamble PG Stock Holding History

Veridan 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	–	Sell	-2,406	Closed	-$348K	–	89
2026 Q1	$348K	Buy	2,406 +127	+6%	+$19.3K	0.13%	65
2025 Q4	$327K	Buy	2,279 +21	+0.9%	+$3.1K	0.11%	66
2025 Q3	$347K	Buy	+2,258	New	+$353K	0.12%	65
2025 Q1	$396K	Buy	2,326 +37	+2%	+$6.2K	0.18%	54
2024 Q4	$386K	Buy	+2,289	New	+$390K	0.18%	61
2024 Q2	$373K	Buy	+2,342	New	+$383K	0.15%	57

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

Veridan Wealth's PG Position: Q2 2026 in Review

Veridan Wealth sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 2,406 shares — an estimated $348K sold.

Veridan Wealth first reported a position in PG in Q2 2024 and held it in 6 quarters. The position peaked at $396K in Q1 2025. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Veridan Wealth reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
Veridan Wealth sold 2,406 Procter & Gamble shares in Q2 2026, an estimated $348K.
Veridan Wealth first reported a position in Procter & Gamble in Q2 2024 and held it in 6 quarters.
Veridan Wealth's Procter & Gamble position peaked at $396K in Q1 2025.
4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.