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

Base 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 		$381K Hold
2,601
– – 0.18% 47
2026
Q1 		$376K Sell
2,601
-32
-1% -$4.85K 0.21% 44
2025
Q4 		$377K Hold
2,633
– – 0.2% 43
2025
Q3 		$405K Buy
2,633
+42
+2% +$6.56K 0.23% 43
2025
Q2 		$413K Sell
2,591
-407
-14% -$66.4K 0.26% 41
2025
Q1 		$511K Buy
+2,998
New +$502K 0.39% 37

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Base Wealth Management's PG Position: Q2 2026 in Review

Base Wealth Management held its Procter & Gamble (PG) position steady in Q2 2026 at 2,601 shares worth $381K. The position accounts for 0.18% of the portfolio, ranked #47.

Base Wealth Management first reported a position in PG in Q1 2025 and has held it in 6 quarters since. The position peaked at $511K in Q1 2025. 3,264 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Base Wealth Management held 2,601 shares of Procter & Gamble worth $381K as of Q2 2026.
  • Base Wealth Management left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.18% of Base Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Base Wealth Management first reported a position in Procter & Gamble in Q1 2025 and has held it in 6 quarters since.
  • Base Wealth Management's Procter & Gamble position peaked at $511K in Q1 2025.
  • 3,264 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.