Altus Wealth Group
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Altus Wealth Group’s Procter & Gamble PG Stock Holding History

Altus Wealth Group’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 		$869K Buy
5,985
+58
+1% +$8.5K 0.33% 51
2026
Q2 		$869K Buy
5,927
+102
+2% +$14.8K 0.31% 61
2026
Q1 		$841K Buy
5,825
+108
+2% +$16.4K 0.34% 61
2025
Q4 		$819K Buy
5,717
+3,244
+131% +$478K 0.33% 60
2025
Q3 		$380K Sell
2,473
-148
-6% -$23.1K 0.16% 97
2025
Q2 		$418K Sell
2,621
-158
-6% -$25.8K 0.18% 89
2025
Q1 		$474K Buy
2,779
+12
+0.4% +$2.01K 0.22% 83
2024
Q4 		$464K Sell
2,767
-835
-23% -$142K 0.21% 94
2024
Q3 		$624K Sell
3,602
-254
-7% -$43.1K 0.27% 78
2024
Q2 		$636K Sell
3,856
-340
-8% -$55.6K 0.32% 67
2024
Q1 		$681K Sell
4,196
-25
-0.6% -$3.92K 0.34% 70
2023
Q4 		$619K Sell
4,221
-189
-4% -$28K 0.34% 72
2023
Q3 		$643K Buy
4,410
+5
+0.1% +$764 0.41% 61
2023
Q2 		$668K Sell
4,405
-69
-2% -$10.4K 0.41% 62
2023
Q1 		$665K Sell
4,474
-65
-1% -$9.29K 0.45% 57
2022
Q4 		$688K Buy
4,539
+252
+6% +$35.3K 0.52% 53
2022
Q3 		$599K Hold
4,287
– – 0.6% 47
2022
Q2 		$599K Sell
4,287
-27
-0.6% -$4.06K 0.6% 47
2022
Q1 		$659K Buy
4,314
+23
+0.5% +$3.6K 0.54% 44
2021
Q4 		$702K Buy
4,291
+4
+0.1% +$594 0.58% 43
2021
Q3 		$599K Buy
4,287
+253
+6% +$35.9K 0.6% 47
2021
Q2 		$544K Buy
4,034
+4
+0.1% +$541 0.53% 45
2021
Q1 		$542K Sell
4,030
-238
-6% -$31.1K 0.54% 47
2020
Q4 		$593K Buy
+4,268
New +$597K 0.57% 36

Other funds holding PG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Altus Wealth Group's PG Position: Q3 2026 in Review

Altus Wealth Group increased its Procter & Gamble (PG) stake by 0.98% in Q3 2026, buying an estimated $8.5K and bringing the position to 5,985 shares worth $869K. The position accounts for 0.33% of the portfolio, ranked #51.

Altus Wealth Group first reported a position in PG in Q4 2020 and has held it in 24 quarters since. 3,574 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Altus Wealth Group held 5,985 shares of Procter & Gamble worth $869K as of Q3 2026.
  • Altus Wealth Group bought 58 Procter & Gamble shares in Q3 2026, an estimated $8.5K.
  • Procter & Gamble made up 0.33% of Altus Wealth Group's portfolio in Q3 2026, its #51 holding.
  • Altus Wealth Group first reported a position in Procter & Gamble in Q4 2020 and has held it in 24 quarters since.
  • 3,574 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.