Alpine Bank Wealth Management’s Procter & Gamble PG Stock Holding History

Alpine Bank 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	$798K	Sell	5,445 -231	-4%	-$33.6K	0.1%	105
2026 Q1	$820K	Sell	5,676 -309	-5%	-$46.8K	0.12%	92
2025 Q4	$858K	Buy	5,985 +309	+5%	+$45.6K	0.12%	84
2025 Q3	$872K	Buy	5,676 +3	+0.1%	+$469	0.12%	82
2025 Q2	$904K	Sell	5,673 -1,329	-19%	-$217K	0.14%	79
2025 Q1	$1.19M	Buy	+7,002	New	+$1.17M	0.19%	65
2024 Q3	$1.08M	Buy	+6,209	New	+$1.05M	0.17%	68

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 $3.38T AUM 44.17% 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

Alpine Bank Wealth Management's PG Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its Procter & Gamble (PG) stake by 4.1% in Q2 2026, selling an estimated $33.6K and leaving 5,445 shares worth $798K. The position accounts for 0.1% of the portfolio, ranked #105.

Alpine Bank Wealth Management first reported a position in PG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Alpine Bank Wealth Management held 5,445 shares of Procter & Gamble worth $798K as of Q2 2026.
Alpine Bank Wealth Management sold 231 Procter & Gamble shares in Q2 2026, an estimated $33.6K.
Procter & Gamble made up 0.1% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #105 holding.
Alpine Bank Wealth Management first reported a position in Procter & Gamble in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's Procter & Gamble position peaked at $1.19M in Q1 2025.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.