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Yarger Wealth Strategies’s Procter & Gamble PG Stock Holding History

Yarger Wealth Strategies’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 		$609K Buy
4,142
+71
+2% +$10.3K 0.22% 75
2026
Q1 		$588K Buy
4,071
+1,395
+52% +$211K 0.24% 68
2025
Q4 		$384K Sell
2,676
-208
-7% -$30.7K 0.16% 81
2025
Q3 		$443K Buy
2,884
+319
+12% +$49.8K 0.2% 74
2025
Q2 		$409K Buy
2,565
+311
+14% +$50.8K 0.21% 70
2025
Q1 		$384K Buy
2,254
+149
+7% +$25K 0.22% 62
2024
Q4 		$353K Buy
2,105
+469
+29% +$79.9K 0.2% 63
2024
Q3 		$283K Buy
1,636
+194
+13% +$32.9K 0.16% 72
2024
Q2 		$238K Buy
1,442
+183
+15% +$29.9K 0.14% 75
2024
Q1 		$204K Buy
+1,259
New +$197K 0.14% 77

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

Yarger Wealth Strategies's PG Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Procter & Gamble (PG) stake by 1.7% in Q2 2026, buying an estimated $10.3K and bringing the position to 4,142 shares worth $609K. The position accounts for 0.22% of the portfolio, ranked #75.

Yarger Wealth Strategies first reported a position in PG in Q1 2024 and has held it in 10 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Yarger Wealth Strategies held 4,142 shares of Procter & Gamble worth $609K as of Q2 2026.
  • Yarger Wealth Strategies bought 71 Procter & Gamble shares in Q2 2026, an estimated $10.3K.
  • Procter & Gamble made up 0.22% of Yarger Wealth Strategies's portfolio in Q2 2026, its #75 holding.
  • Yarger Wealth Strategies first reported a position in Procter & Gamble in Q1 2024 and has held it in 10 quarters since.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.