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Walkner Condon Financial Advisors’s Procter & Gamble PG Stock Holding History

Walkner Condon Financial Advisors’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 		$583K Buy
3,973
+4
+0.1% +$582 0.07% 173
2026
Q1 		$573K Sell
3,969
-146
-4% -$22.1K 0.08% 159
2025
Q4 		$590K Sell
4,115
-190
-4% -$28K 0.08% 161
2025
Q3 		$661K Sell
4,305
-121
-3% -$18.9K 0.1% 144
2025
Q2 		$705K Buy
4,426
+408
+10% +$66.6K 0.13% 121
2025
Q1 		$685K Buy
4,018
+176
+5% +$29.5K 0.14% 118
2024
Q4 		$644K Sell
3,842
-93
-2% -$15.8K 0.13% 132
2024
Q3 		$682K Buy
3,935
+696
+21% +$118K 0.14% 126
2024
Q2 		$534K Buy
3,239
+59
+2% +$9.65K 0.12% 140
2024
Q1 		$516K Buy
3,180
+219
+7% +$34.3K 0.11% 148
2023
Q4 		$434K Buy
2,961
+365
+14% +$54.1K 0.1% 164
2023
Q3 		$379K Buy
2,596
+519
+25% +$79.3K 0.1% 157
2023
Q2 		$315K Sell
2,077
-80
-4% -$12.1K 0.08% 180
2023
Q1 		$321K Buy
2,157
+42
+2% +$6K 0.09% 161
2022
Q4 		$321K Sell
2,115
-22
-1% -$3.08K 0.1% 157
2022
Q3 		$270K Buy
2,137
+58
+3% +$8.24K 0.09% 172
2022
Q2 		$299K Buy
+2,079
New +$312K 0.09% 171

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

Walkner Condon Financial Advisors's PG Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Procter & Gamble (PG) stake by 0.1% in Q2 2026, buying an estimated $582 and bringing the position to 3,973 shares worth $583K. The position accounts for 0.07% of the portfolio, ranked #173.

Walkner Condon Financial Advisors first reported a position in PG in Q2 2022 and has held it in 17 quarters since. The position peaked at $705K in Q2 2025. 4,000 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Walkner Condon Financial Advisors held 3,973 shares of Procter & Gamble worth $583K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 4 Procter & Gamble shares in Q2 2026, an estimated $582.
  • Procter & Gamble made up 0.07% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #173 holding.
  • Walkner Condon Financial Advisors first reported a position in Procter & Gamble in Q2 2022 and has held it in 17 quarters since.
  • Walkner Condon Financial Advisors's Procter & Gamble position peaked at $705K in Q2 2025.
  • 4,000 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.