FP
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Financial Perspectives’s Procter & Gamble PG Stock Holding History

Financial Perspectives’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 		$159K Buy
1,086
+1
+0.1% +$146 0.04% 194
2026
Q1 		$157K Buy
1,085
+250
+30% +$37.9K 0.04% 187
2025
Q4 		$120K Hold
835
– – 0.03% 212
2025
Q3 		$128K Buy
835
+150
+22% +$23.4K 0.04% 212
2025
Q2 		$109K Buy
685
+1
+0.1% +$163 0.03% 215
2025
Q1 		$117K Sell
684
-126
-16% -$21.1K 0.04% 201
2024
Q4 		$136K Buy
810
+133
+20% +$22.7K 0.05% 179
2024
Q3 		$117K Buy
677
+1
+0.1% +$170 0.04% 196
2024
Q2 		$112K Hold
676
– – 0.04% 191
2024
Q1 		$110K Hold
676
– – 0.04% 194
2023
Q4 		$99.1K Hold
676
– – 0.04% 200
2023
Q3 		$98.6K Hold
676
– – 0.05% 187
2023
Q2 		$103K Buy
676
+1
+0.1% +$151 0.05% 188
2023
Q1 		$100K Hold
675
– – 0.05% 182
2022
Q4 		$102K Hold
675
– – 0.05% 175
2022
Q3 		$85.2K Hold
675
– – 0.05% 184
2022
Q2 		$97K Buy
675
+1
+0.1% +$150 0.05% 173
2022
Q1 		$103K Hold
674
– – 0.05% 188
2021
Q4 		$110K Hold
674
– – 0.05% 165
2021
Q3 		$94.2K Hold
674
– – 0.05% 178
2021
Q2 		$90.9K Sell
674
-90,539
-99% -$12.3M 0.04% 195
2021
Q1 		$674K Buy
91,213
+90,333
+10,265% +$11.8M 0.03% 255
2020
Q4 		$122K Buy
880
+103
+13% +$14.4K 0.07% 155
2020
Q3 		$108K Hold
777
– – 0.07% 149
2020
Q2 		$92.9K Hold
777
– – 0.07% 145
2020
Q1 		$85.4K Buy
777
+105
+16% +$12.6K 0.07% 125
2019
Q4 		$84K Buy
+672
New +$82.2K 0.06% 138

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

Financial Perspectives's PG Position: Q2 2026 in Review

Financial Perspectives increased its Procter & Gamble (PG) stake by 0.09% in Q2 2026, buying an estimated $146 and bringing the position to 1,086 shares worth $159K. The position accounts for 0.04% of the portfolio, ranked #194.

Financial Perspectives first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $674K in Q1 2021. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Financial Perspectives held 1,086 shares of Procter & Gamble worth $159K as of Q2 2026.
  • Financial Perspectives bought 1 Procter & Gamble share in Q2 2026, an estimated $146.
  • Procter & Gamble made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #194 holding.
  • Financial Perspectives first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Procter & Gamble position peaked at $674K in Q1 2021.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.