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Balboa Wealth Partners’s Procter & Gamble PG Stock Holding History

Balboa Wealth Partners’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 		$834K Sell
5,688
-99
-2% -$14.4K 0.11% 151
2026
Q1 		$836K Sell
5,787
-1,238
-18% -$188K 0.14% 122
2025
Q4 		$1.01M Buy
7,025
+901
+15% +$133K 0.17% 92
2025
Q3 		$941K Sell
6,124
-307
-5% -$47.9K 0.16% 102
2025
Q2 		$1.02M Buy
6,431
+915
+17% +$149K 0.21% 90
2025
Q1 		$940K Buy
5,516
+9
+0.2% +$1.51K 0.23% 80
2024
Q4 		$923K Sell
5,507
-227
-4% -$38.7K 0.21% 85
2024
Q3 		$993K Sell
5,734
-454
-7% -$77.1K 0.25% 76
2024
Q2 		$1.02M Buy
6,188
+1,177
+23% +$192K 0.27% 71
2024
Q1 		$813K Buy
5,011
+119
+2% +$18.7K 0.24% 75
2023
Q4 		$717K Buy
4,892
+163
+3% +$24.1K 0.24% 82
2023
Q3 		$690K Hold
4,729
– – 0.26% 70
2023
Q2 		$718K Sell
4,729
-470
-9% -$70.8K 0.25% 70
2023
Q1 		$773K Sell
5,199
-526
-9% -$75.2K 0.29% 68
2022
Q4 		$868K Buy
5,725
+3
+0.1% +$421 0.39% 62
2022
Q3 		$722K Buy
+5,722
New +$813K 0.32% 64

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

Balboa Wealth Partners's PG Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Procter & Gamble (PG) stake by 1.7% in Q2 2026, selling an estimated $14.4K and leaving 5,688 shares worth $834K. The position accounts for 0.11% of the portfolio, ranked #151.

Balboa Wealth Partners first reported a position in PG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.02M in Q2 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Balboa Wealth Partners held 5,688 shares of Procter & Gamble worth $834K as of Q2 2026.
  • Balboa Wealth Partners sold 99 Procter & Gamble shares in Q2 2026, an estimated $14.4K.
  • Procter & Gamble made up 0.11% of Balboa Wealth Partners's portfolio in Q2 2026, its #151 holding.
  • Balboa Wealth Partners first reported a position in Procter & Gamble in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Procter & Gamble position peaked at $1.02M in Q2 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.