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Wealth Preservation Advisors’s Procter & Gamble PG Stock Holding History

Wealth Preservation 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 		– Sell
-1,073
Closed -$155K – 707
2026
Q1 		$155K Buy
1,073
+324
+43% +$49.1K 0.13% 77
2025
Q4 		$107K Sell
749
-167
-18% -$24.6K 0.05% 135
2025
Q3 		$141K Sell
916
-1
-0.1% -$156 0.08% 103
2025
Q2 		$146K Hold
917
– – 0.09% 105
2025
Q1 		$156K Buy
+917
New +$154K 0.11% 93

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 Preservation Advisors's PG Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,073 shares — an estimated $155K sold.

Wealth Preservation Advisors first reported a position in PG in Q1 2025 and held it in 5 quarters. The position peaked at $156K in Q1 2025. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,073 Procter & Gamble shares in Q2 2026, an estimated $155K.
  • Wealth Preservation Advisors first reported a position in Procter & Gamble in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Procter & Gamble position peaked at $156K in Q1 2025.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.