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DecisionPoint Financial’s Procter & Gamble PG Stock Holding History

DecisionPoint Financial’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 		$35.7K Buy
242
+135
+126% +$19.6K 0.01% 119
2026
Q1 		$15.5K Hold
107
– – ﹤0.01% 158
2025
Q4 		$15.3K Buy
107
+90
+529% +$13.3K ﹤0.01% 161
2025
Q3 		$2.6K Sell
17
-170
-91% -$26.6K ﹤0.01% 219
2025
Q2 		$30.1K Sell
187
-143
-43% -$23.3K 0.01% 106
2025
Q1 		$56.2K Hold
330
– – 0.02% 72
2024
Q4 		$55.3K Buy
330
+105
+47% +$17.9K 0.02% 71
2024
Q3 		$39K Hold
225
– – 0.01% 93
2024
Q2 		$36.2K Hold
225
– – 0.01% 92
2024
Q1 		$36.3K Hold
225
– – 0.01% 94
2023
Q4 		$33K Hold
225
– – 0.01% 87
2023
Q3 		$32.8K Hold
225
– – 0.02% 80
2023
Q2 		$34.1K Hold
225
– – 0.02% 79
2023
Q1 		$33.5K Hold
225
– – 0.02% 75
2022
Q4 		$34.1K Buy
+225
New +$31.5K 0.02% 70

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

DecisionPoint Financial's PG Position: Q2 2026 in Review

DecisionPoint Financial increased its Procter & Gamble (PG) stake by 126% in Q2 2026, buying an estimated $19.6K and bringing the position to 242 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #119.

DecisionPoint Financial first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $56.2K in Q1 2025. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • DecisionPoint Financial held 242 shares of Procter & Gamble worth $35.7K as of Q2 2026.
  • DecisionPoint Financial bought 135 Procter & Gamble shares in Q2 2026, an estimated $19.6K.
  • Procter & Gamble made up 0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #119 holding.
  • DecisionPoint Financial first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • DecisionPoint Financial's Procter & Gamble position peaked at $56.2K in Q1 2025.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.