ZWA
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Zinnia Wealth Advisory’s Procter & Gamble PG Stock Holding History

Zinnia Wealth Advisory’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 		$543K Buy
3,700
+62
+2% +$9.02K 0.55% 39
2026
Q1 		$525K Sell
3,638
-181
-5% -$27.4K 0.59% 40
2025
Q4 		$547K Buy
+3,819
New +$563K 0.59% 39

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

Zinnia Wealth Advisory's PG Position: Q2 2026 in Review

Zinnia Wealth Advisory increased its Procter & Gamble (PG) stake by 1.7% in Q2 2026, buying an estimated $9.02K and bringing the position to 3,700 shares worth $543K. The position accounts for 0.55% of the portfolio, ranked #39.

Zinnia Wealth Advisory first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $547K in Q4 2025. 4,013 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Zinnia Wealth Advisory held 3,700 shares of Procter & Gamble worth $543K as of Q2 2026.
  • Zinnia Wealth Advisory bought 62 Procter & Gamble shares in Q2 2026, an estimated $9.02K.
  • Procter & Gamble made up 0.55% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #39 holding.
  • Zinnia Wealth Advisory first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Zinnia Wealth Advisory's Procter & Gamble position peaked at $547K in Q4 2025.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.