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

Fonville 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 Q2	$209K	Sell	1,423 -286	-17%	-$41.6K	0.03%	143
2026 Q1	$247K	Buy	1,709 +268	+19%	+$40.6K	0.05%	124
2025 Q4	$207K	Sell	1,441 -15	-1%	-$2.21K	0.04%	126
2025 Q3	$224K	Sell	1,456 -2	-0.1%	-$312	0.05%	120
2025 Q2	$232K	Sell	1,458 -103	-7%	-$16.8K	0.06%	115
2025 Q1	$265K	Sell	1,561 -187	-11%	-$31.3K	0.08%	101
2024 Q4	$293K	Sell	1,748 -4	-0.2%	-$681	0.1%	91
2024 Q3	$303K	Buy	1,752 +282	+19%	+$47.9K	0.1%	92
2024 Q2	$242K	Buy	+1,470	New	+$240K	0.1%	89

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fonville Wealth Management's PG Position: Q2 2026 in Review

Fonville Wealth Management reduced its Procter & Gamble (PG) stake by 17% in Q2 2026, selling an estimated $41.6K and leaving 1,423 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #143.

Fonville Wealth Management first reported a position in PG in Q2 2024 and has held it in 9 quarters since. The position peaked at $303K in Q3 2024. 1,637 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Fonville Wealth Management held 1,423 shares of Procter & Gamble worth $209K as of Q2 2026.
Fonville Wealth Management sold 286 Procter & Gamble shares in Q2 2026, an estimated $41.6K.
Procter & Gamble made up 0.03% of Fonville Wealth Management's portfolio in Q2 2026, its #143 holding.
Fonville Wealth Management first reported a position in Procter & Gamble in Q2 2024 and has held it in 9 quarters since.
Fonville Wealth Management's Procter & Gamble position peaked at $303K in Q3 2024.
1,637 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.