WE
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Wealth Effects’s Procter & Gamble PG Stock Holding History

Wealth Effects’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 		$1.28M Buy
8,751
+595
+7% +$86.6K 0.35% 59
2026
Q1 		$1.18M Sell
8,156
-134
-2% -$20.3K 0.42% 53
2025
Q4 		$1.19M Buy
8,290
+26
+0.3% +$3.83K 0.37% 46
2025
Q3 		$1.27M Sell
8,264
-162
-2% -$25.3K 0.41% 45
2025
Q2 		$1.34M Sell
8,426
-401
-5% -$65.5K 0.5% 41
2025
Q1 		$1.5M Sell
8,827
-159
-2% -$26.6K 0.63% 35
2024
Q4 		$1.51M Sell
8,986
-214
-2% -$36.4K 0.54% 40
2024
Q3 		$1.59M Buy
9,200
+100
+1% +$17K 0.56% 41
2024
Q2 		$1.5M Sell
9,100
-480
-5% -$78.5K 0.54% 41
2024
Q1 		$1.55M Sell
9,580
-300
-3% -$47K 0.57% 38
2023
Q4 		$1.45M Buy
9,880
+15
+0.2% +$2.22K 0.54% 40
2023
Q3 		$1.44M Buy
9,865
+36
+0.4% +$5.5K 0.71% 30
2023
Q2 		$1.49M Sell
9,829
-8
-0.1% -$1.21K 0.66% 31
2023
Q1 		$1.46M Sell
9,837
-115
-1% -$16.4K 0.75% 30
2022
Q4 		$1.51M Buy
9,952
+190
+2% +$26.6K 0.86% 26
2022
Q3 		$1.23M Buy
9,762
+186
+2% +$26.4K 0.75% 31
2022
Q2 		$1.38M Buy
9,576
+1,585
+20% +$238K 0.83% 29
2022
Q1 		$1.22M Sell
7,991
-70
-0.9% -$11K 0.57% 41
2021
Q4 		$1.32M Buy
+8,061
New +$1.2M 0.55% 42

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

Wealth Effects's PG Position: Q2 2026 in Review

Wealth Effects increased its Procter & Gamble (PG) stake by 7.3% in Q2 2026, buying an estimated $86.6K and bringing the position to 8,751 shares worth $1.28M. The position accounts for 0.35% of the portfolio, ranked #59.

Wealth Effects first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wealth Effects held 8,751 shares of Procter & Gamble worth $1.28M as of Q2 2026.
  • Wealth Effects bought 595 Procter & Gamble shares in Q2 2026, an estimated $86.6K.
  • Procter & Gamble made up 0.35% of Wealth Effects's portfolio in Q2 2026, its #59 holding.
  • Wealth Effects first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Procter & Gamble position peaked at $1.59M in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.