Flywheel Private Wealth
PG icon

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

Flywheel 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
Q3 		$312K Buy
2,147
+1
+0% +$147 0.15% 76
2026
Q2 		$315K Sell
2,146
-501
-19% -$72.9K 0.16% 74
2026
Q1 		$382K Sell
2,647
-177
-6% -$26.8K 0.22% 59
2025
Q4 		$405K Sell
2,824
-1
-0% -$147 0.25% 47
2025
Q3 		$434K Hold
2,825
– – 0.34% 43
2025
Q2 		$450K Hold
2,825
– – 0.36% 40
2025
Q1 		$481K Hold
2,825
– – 0.44% 36
2024
Q4 		$474K Buy
+2,825
New +$481K 0.44% 41

Other funds holding PG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Flywheel Private Wealth's PG Position: Q3 2026 in Review

Flywheel Private Wealth increased its Procter & Gamble (PG) stake by 0.05% in Q3 2026, buying an estimated $147 and bringing the position to 2,147 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #76.

Flywheel Private Wealth first reported a position in PG in Q4 2024 and has held it in 8 quarters since. The position peaked at $481K in Q1 2025. 2,830 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Flywheel Private Wealth held 2,147 shares of Procter & Gamble worth $312K as of Q3 2026.
  • Flywheel Private Wealth bought 1 Procter & Gamble share in Q3 2026, an estimated $147.
  • Procter & Gamble made up 0.15% of Flywheel Private Wealth's portfolio in Q3 2026, its #76 holding.
  • Flywheel Private Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 8 quarters since.
  • Flywheel Private Wealth's Procter & Gamble position peaked at $481K in Q1 2025.
  • 2,830 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Flywheel Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.