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

Castle 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 		$909K Sell
6,196
-257
-4% -$37.4K 0.27% 69
2026
Q1 		$932K Sell
6,453
-11
-0.2% -$1.67K 0.3% 66
2025
Q4 		$926K Sell
6,464
-609
-9% -$89.8K 0.31% 62
2025
Q3 		$1.09M Buy
7,073
+327
+5% +$51.1K 0.37% 60
2025
Q2 		$1.07M Buy
6,746
+371
+6% +$60.6K 0.39% 60
2025
Q1 		$1.09M Sell
6,375
-966
-13% -$162K 0.43% 57
2024
Q4 		$1.23M Buy
7,341
+439
+6% +$74.8K 0.48% 52
2024
Q3 		$1.2M Buy
6,902
+1,335
+24% +$227K 0.48% 50
2024
Q2 		$918K Buy
5,567
+1
+0% +$163 0.44% 55
2024
Q1 		$903K Sell
5,566
-75
-1% -$11.8K 0.47% 58
2023
Q4 		$827K Buy
5,641
+389
+7% +$57.6K 0.5% 51
2023
Q3 		$766K Buy
5,252
+207
+4% +$31.6K 0.55% 48
2023
Q2 		$766K Buy
5,045
+167
+3% +$25.2K 0.53% 45
2023
Q1 		$725K Sell
4,878
-62
-1% -$8.86K 0.56% 43
2022
Q4 		$749K Sell
4,940
-200
-4% -$28K 0.47% 43
2022
Q3 		$649K Buy
5,140
+390
+8% +$55.4K 0.39% 45
2022
Q2 		$683K Buy
+4,750
New +$714K 0.4% 47

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

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

Castle Wealth Management reduced its Procter & Gamble (PG) stake by 4% in Q2 2026, selling an estimated $37.4K and leaving 6,196 shares worth $909K. The position accounts for 0.27% of the portfolio, ranked #69.

Castle Wealth Management first reported a position in PG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.23M in Q4 2024. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Castle Wealth Management held 6,196 shares of Procter & Gamble worth $909K as of Q2 2026.
  • Castle Wealth Management sold 257 Procter & Gamble shares in Q2 2026, an estimated $37.4K.
  • Procter & Gamble made up 0.27% of Castle Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Castle Wealth Management first reported a position in Procter & Gamble in Q2 2022 and has held it in 17 quarters since.
  • Castle Wealth Management's Procter & Gamble position peaked at $1.23M in Q4 2024.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.