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

AAF 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 Q3	–	Sell	-1,578	Closed	-$231K	–	62
2026 Q2	$231K	Buy	1,578 +89	+6%	+$13K	0.09%	53
2026 Q1	$215K	Sell	1,489 -146	-9%	-$22.1K	0.09%	51
2025 Q4	$234K	Buy	+1,635	New	+$241K	0.1%	46
2025 Q3	–	Sell	-1,731	Closed	-$276K	–	46
2025 Q2	$276K	Buy	1,731 +121	+8%	+$19.8K	0.13%	40
2025 Q1	$274K	Buy	1,610 +155	+11%	+$26K	0.15%	38
2024 Q4	$244K	Sell	1,455 -95	-6%	-$16.2K	0.12%	41
2024 Q3	$268K	Hold	1,550	–	–	0.14%	37
2024 Q2	$256K	Buy	1,550 +305	+24%	+$49.9K	0.13%	38
2024 Q1	$202K	Buy	+1,245	New	+$195K	0.11%	41

Other funds holding PG

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

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AAF Wealth Management's PG Position: Q3 2026 in Review

AAF Wealth Management sold out of Procter & Gamble (PG) in Q3 2026, closing a stake of 1,578 shares — an estimated $231K sold.

AAF Wealth Management first reported a position in PG in Q1 2024 and held it in 9 quarters. The position peaked at $276K in Q2 2025. 3,189 funds tracked by Wall St. Rank hold PG as of Q3 2026.

AAF Wealth Management reported no remaining Procter & Gamble position as of Q3 2026 after selling out during the quarter.
AAF Wealth Management sold 1,578 Procter & Gamble shares in Q3 2026, an estimated $231K.
AAF Wealth Management first reported a position in Procter & Gamble in Q1 2024 and held it in 9 quarters.
AAF Wealth Management's Procter & Gamble position peaked at $276K in Q2 2025.
3,189 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.