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

Endowment 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
Q3 		$228K Buy
1,572
+54
+4% +$7.91K 0.08% 168
2026
Q2 		$223K Buy
1,518
+3
+0.2% +$437 0.09% 159
2026
Q1 		$219K Sell
1,515
-3
-0.2% -$455 0.1% 147
2025
Q4 		$218K Buy
1,518
+164
+12% +$24.2K 0.1% 141
2025
Q3 		$208K Sell
1,354
-50
-4% -$7.81K 0.09% 142
2025
Q2 		$224K Sell
1,404
-37
-3% -$6.04K 0.12% 133
2025
Q1 		$246K Buy
1,441
+12
+0.8% +$2.01K 0.16% 117
2024
Q4 		$240K Buy
1,429
+55
+4% +$9.37K 0.16% 116
2024
Q3 		$238K Sell
1,374
-6
-0.4% -$1.02K 0.16% 111
2024
Q2 		$228K Buy
1,380
+10
+0.7% +$1.64K 0.17% 111
2024
Q1 		$222K Buy
+1,370
New +$215K 0.17% 115
2023
Q3 		– Sell
-1,326
Closed -$201K – 135
2023
Q2 		$201K Sell
1,326
-23
-2% -$3.47K 0.18% 127
2023
Q1 		$201K Buy
1,349
+18
+1% +$2.57K 0.2% 121
2022
Q4 		$202K Buy
+1,331
New +$187K 0.22% 118
2022
Q2 		– Sell
-1,328
Closed -$203K – 123
2022
Q1 		$203K Buy
1,328
+19
+1% +$2.97K 0.21% 111
2021
Q4 		$214K Buy
+1,309
New +$194K 0.22% 104

Other funds holding PG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Endowment Wealth Management's PG Position: Q3 2026 in Review

Endowment Wealth Management increased its Procter & Gamble (PG) stake by 3.6% in Q3 2026, buying an estimated $7.91K and bringing the position to 1,572 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #168.

Endowment Wealth Management first reported a position in PG in Q4 2021 and has held it in 16 quarters since. The position peaked at $246K in Q1 2025. 2,487 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Endowment Wealth Management held 1,572 shares of Procter & Gamble worth $228K as of Q3 2026.
  • Endowment Wealth Management bought 54 Procter & Gamble shares in Q3 2026, an estimated $7.91K.
  • Procter & Gamble made up 0.08% of Endowment Wealth Management's portfolio in Q3 2026, its #168 holding.
  • Endowment Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 16 quarters since.
  • Endowment Wealth Management's Procter & Gamble position peaked at $246K in Q1 2025.
  • 2,487 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.