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ViaWealth’s Procter & Gamble PG Stock Holding History

ViaWealth’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 		$1M Sell
6,839
-88
-1% -$12.8K 0.5% 57
2026
Q1 		$1M Sell
6,927
-222
-3% -$33.7K 0.56% 53
2025
Q4 		$1.02M Sell
7,149
-256
-3% -$37.7K 0.58% 51
2025
Q3 		$1.14M Buy
7,405
+169
+2% +$26.4K 0.62% 45
2025
Q2 		$1.15M Sell
7,236
-61
-0.8% -$9.96K 0.68% 45
2025
Q1 		$1.24M Sell
7,297
-184
-2% -$30.8K 0.77% 34
2024
Q4 		$1.25M Sell
7,481
-537
-7% -$91.5K 0.76% 38
2024
Q3 		$1.39M Buy
8,018
+22
+0.3% +$3.73K 0.81% 32
2024
Q2 		$1.32M Sell
7,996
-382
-5% -$62.5K 0.82% 30
2024
Q1 		$1.36M Buy
8,378
+37
+0.4% +$5.8K 0.85% 31
2023
Q4 		$1.22M Sell
8,341
-307
-4% -$45.5K 0.84% 31
2023
Q3 		$1.26M Sell
8,648
-839
-9% -$128K 0.93% 28
2023
Q2 		$1.44M Sell
9,487
-476
-5% -$71.7K 1.07% 22
2023
Q1 		$1.48M Sell
9,963
-71
-0.7% -$10.1K 1.17% 21
2022
Q4 		$1.53M Buy
+10,034
New +$1.41M 1.26% 21

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

ViaWealth's PG Position: Q2 2026 in Review

ViaWealth reduced its Procter & Gamble (PG) stake by 1.3% in Q2 2026, selling an estimated $12.8K and leaving 6,839 shares worth $1M. The position accounts for 0.5% of the portfolio, ranked #57.

ViaWealth first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.53M in Q4 2022. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • ViaWealth held 6,839 shares of Procter & Gamble worth $1M as of Q2 2026.
  • ViaWealth sold 88 Procter & Gamble shares in Q2 2026, an estimated $12.8K.
  • Procter & Gamble made up 0.5% of ViaWealth's portfolio in Q2 2026, its #57 holding.
  • ViaWealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • ViaWealth's Procter & Gamble position peaked at $1.53M in Q4 2022.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.