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

Boomfish 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
Q2 		$2.05M Buy
13,969
+281
+2% +$40.9K 0.93% 46
2026
Q1 		$1.98M Buy
13,688
+8,729
+176% +$1.32M 1.06% 46
2025
Q4 		$711K Sell
4,959
-108
-2% -$15.9K 0.38% 68
2025
Q3 		$779K Buy
5,067
+32
+0.6% +$5K 0.42% 67
2025
Q2 		$802K Sell
5,035
-658
-12% -$107K 0.46% 66
2025
Q1 		$970K Buy
5,693
+633
+13% +$106K 0.63% 56
2024
Q4 		$848K Buy
5,060
+36
+0.7% +$6.13K 0.51% 65
2024
Q3 		$870K Sell
5,024
-81
-2% -$13.8K 0.53% 72
2024
Q2 		$842K Buy
5,105
+30
+0.6% +$4.91K 0.54% 76
2024
Q1 		$823K Buy
5,075
+111
+2% +$17.4K 0.55% 74
2023
Q4 		$727K Buy
+4,964
New +$735K 0.53% 72

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

Boomfish Wealth Group's PG Position: Q2 2026 in Review

Boomfish Wealth Group increased its Procter & Gamble (PG) stake by 2.1% in Q2 2026, buying an estimated $40.9K and bringing the position to 13,969 shares worth $2.05M. The position accounts for 0.93% of the portfolio, ranked #46.

Boomfish Wealth Group first reported a position in PG in Q4 2023 and has held it in 11 quarters since. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Boomfish Wealth Group held 13,969 shares of Procter & Gamble worth $2.05M as of Q2 2026.
  • Boomfish Wealth Group bought 281 Procter & Gamble shares in Q2 2026, an estimated $40.9K.
  • Procter & Gamble made up 0.93% of Boomfish Wealth Group's portfolio in Q2 2026, its #46 holding.
  • Boomfish Wealth Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.