Xcel Wealth Management’s Procter & Gamble PG Stock Holding History

Xcel Wealth Management’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	$742K	Buy	+5,058	New	+$736K	0.18%	91

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Xcel Wealth Management's PG Position: Q2 2026 in Review

Xcel Wealth Management sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 5,113 shares — an estimated $744K sold.

Xcel Wealth Management first reported a position in PG in Q4 2018 and held it in 30 quarters. The position peaked at $929K in Q1 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Xcel Wealth Management reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
Xcel Wealth Management sold 5,113 Procter & Gamble shares in Q2 2026, an estimated $744K.
Xcel Wealth Management first reported a position in Procter & Gamble in Q4 2018 and held it in 30 quarters.
Xcel Wealth Management's Procter & Gamble position peaked at $929K in Q1 2024.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.