WAG
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Wiser Advisor Group’s Procter & Gamble PG Stock Holding History

Wiser Advisor Group’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 		$20.6K Buy
140
+1
+0.7% +$146 0.02% 136
2026
Q1 		$20.1K Buy
139
+1
+0.7% +$152 0.02% 130
2025
Q4 		$19.8K Buy
138
+1
+0.7% +$147 0.02% 136
2025
Q3 		$21.1K Buy
+137
New +$21.4K 0.03% 134
2025
Q2 		– Sell
-136
Closed -$23.1K – 192
2025
Q1 		$23.1K Buy
136
+1
+0.7% +$167 0.03% 139
2024
Q4 		$22.6K Buy
135
+1
+0.7% +$170 0.03% 139
2024
Q3 		$23.2K Hold
134
– – 0.03% 141
2024
Q2 		$22K Buy
134
+2
+2% +$327 0.03% 141
2024
Q1 		$21.5K Hold
132
– – 0.03% 144
2023
Q4 		$19.3K Buy
+132
New +$19.6K 0.03% 152

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

Wiser Advisor Group's PG Position: Q2 2026 in Review

Wiser Advisor Group increased its Procter & Gamble (PG) stake by 0.72% in Q2 2026, buying an estimated $146 and bringing the position to 140 shares worth $20.6K. The position accounts for 0.02% of the portfolio, ranked #136.

Wiser Advisor Group first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.2K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wiser Advisor Group held 140 shares of Procter & Gamble worth $20.6K as of Q2 2026.
  • Wiser Advisor Group bought 1 Procter & Gamble share in Q2 2026, an estimated $146.
  • Procter & Gamble made up 0.02% of Wiser Advisor Group's portfolio in Q2 2026, its #136 holding.
  • Wiser Advisor Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Procter & Gamble position peaked at $23.2K in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.