4Wealth Advisors’s Procter & Gamble PG Stock Holding History

4Wealth 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 Q3	–	Sell	-1,552	Closed	-$230K	–	160
2026 Q2	$230K	Sell	1,552 -2,981	-66%	-$434K	0.18%	136
2026 Q1	$656K	Buy	4,533 +269	+6%	+$40.8K	0.56%	57
2025 Q4	$611K	Buy	4,264 +419	+11%	+$61.8K	0.52%	66
2025 Q3	$591K	Buy	3,845 +352	+10%	+$55K	0.53%	64
2025 Q2	$557K	Sell	3,493 -20	-0.6%	-$3.26K	0.57%	61
2025 Q1	$599K	Buy	3,513 +329	+10%	+$55.1K	0.65%	48
2024 Q4	$534K	Buy	+3,184	New	+$542K	0.53%	61

Other funds holding PG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

4Wealth Advisors's PG Position: Q3 2026 in Review

4Wealth Advisors sold out of Procter & Gamble (PG) in Q3 2026, closing a stake of 1,552 shares — an estimated $230K sold.

4Wealth Advisors first reported a position in PG in Q4 2024 and held it in 7 quarters. The position peaked at $656K in Q1 2026. 3,574 funds tracked by Wall St. Rank hold PG as of Q3 2026.

4Wealth Advisors reported no remaining Procter & Gamble position as of Q3 2026 after selling out during the quarter.
4Wealth Advisors sold 1,552 Procter & Gamble shares in Q3 2026, an estimated $230K.
4Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and held it in 7 quarters.
4Wealth Advisors's Procter & Gamble position peaked at $656K in Q1 2026.
3,574 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.