Capstone Wealth Management Group (Oregon)’s Procter & Gamble PG Stock Holding History

Capstone Wealth Management Group (Oregon)’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	–	Sell	-1,433	Closed	-$207K	–	137
2026 Q1	$207K	Buy	1,433 +10	+0.7%	+$1.52K	0.13%	119
2025 Q4	$204K	Hold	1,423	–	–	0.12%	121
2025 Q3	$219K	Buy	1,423 +23	+2%	+$3.59K	0.14%	114
2025 Q2	$223K	Hold	1,400	–	–	0.16%	96
2025 Q1	$239K	Hold	1,400	–	–	0.19%	85
2024 Q4	$235K	Buy	+1,400	New	+$238K	0.18%	88

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 $3.37T AUM 44.26% 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

Capstone Wealth Management Group (Oregon)'s PG Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,433 shares — an estimated $207K sold.

Capstone Wealth Management Group (Oregon) first reported a position in PG in Q4 2024 and held it in 6 quarters. The position peaked at $239K in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Capstone Wealth Management Group (Oregon) reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
Capstone Wealth Management Group (Oregon) sold 1,433 Procter & Gamble shares in Q2 2026, an estimated $207K.
Capstone Wealth Management Group (Oregon) first reported a position in Procter & Gamble in Q4 2024 and held it in 6 quarters.
Capstone Wealth Management Group (Oregon)'s Procter & Gamble position peaked at $239K in Q1 2025.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.