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VSM Wealth Advisory’s Procter & Gamble PG Stock Holding History

VSM Wealth Advisory’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 		$3.1M Buy
21,128
+10
+0% +$1.46K 0.82% 25
2026
Q1 		$3.05M Sell
21,118
-7
-0% -$1.06K 0.91% 23
2025
Q4 		$3.03M Sell
21,125
-134
-0.6% -$19.8K 0.91% 23
2025
Q3 		$3.27M Sell
21,259
-1,978
-9% -$309K 1.02% 23
2025
Q2 		$3.7M Buy
23,237
+60
+0.3% +$9.79K 1.22% 20
2025
Q1 		$3.95M Buy
23,177
+3
+0% +$502 1.42% 20
2024
Q4 		$3.89M Buy
+23,174
New +$3.95M 1.39% 20

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

VSM Wealth Advisory's PG Position: Q2 2026 in Review

VSM Wealth Advisory increased its Procter & Gamble (PG) stake by 0.05% in Q2 2026, buying an estimated $1.46K and bringing the position to 21,128 shares worth $3.1M. The position accounts for 0.82% of the portfolio, ranked #25.

VSM Wealth Advisory first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.95M in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • VSM Wealth Advisory held 21,128 shares of Procter & Gamble worth $3.1M as of Q2 2026.
  • VSM Wealth Advisory bought 10 Procter & Gamble shares in Q2 2026, an estimated $1.46K.
  • Procter & Gamble made up 0.82% of VSM Wealth Advisory's portfolio in Q2 2026, its #25 holding.
  • VSM Wealth Advisory first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Procter & Gamble position peaked at $3.95M in Q1 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.