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Crestmont Private Wealth’s Procter & Gamble PG Stock Holding History

Crestmont Private Wealth’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 		$413K Buy
2,816
+105
+4% +$15.3K 0.12% 67
2026
Q1 		$392K Buy
2,711
+831
+44% +$126K 0.12% 69
2025
Q4 		$269K Buy
1,880
+32
+2% +$4.72K 0.09% 71
2025
Q3 		$284K Buy
1,848
+198
+12% +$30.9K 0.09% 69
2025
Q2 		$263K Buy
1,650
+28
+2% +$4.57K 0.1% 64
2025
Q1 		$276K Buy
1,622
+162
+11% +$27.1K 0.12% 59
2024
Q4 		$245K Sell
1,460
-329
-18% -$56K 0.11% 61
2024
Q3 		$310K Buy
1,789
+32
+2% +$5.43K 0.14% 55
2024
Q2 		$290K Buy
+1,757
New +$287K 0.14% 55

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

Crestmont Private Wealth's PG Position: Q2 2026 in Review

Crestmont Private Wealth increased its Procter & Gamble (PG) stake by 3.9% in Q2 2026, buying an estimated $15.3K and bringing the position to 2,816 shares worth $413K. The position accounts for 0.12% of the portfolio, ranked #67.

Crestmont Private Wealth first reported a position in PG in Q2 2024 and has held it in 9 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Crestmont Private Wealth held 2,816 shares of Procter & Gamble worth $413K as of Q2 2026.
  • Crestmont Private Wealth bought 105 Procter & Gamble shares in Q2 2026, an estimated $15.3K.
  • Procter & Gamble made up 0.12% of Crestmont Private Wealth's portfolio in Q2 2026, its #67 holding.
  • Crestmont Private Wealth first reported a position in Procter & Gamble in Q2 2024 and has held it in 9 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.