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Foundation Wealth Management (Pennsylvania)’s Procter & Gamble PG Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$409K Buy
2,792
+100
+4% +$14.6K 0.12% 68
2026
Q1 		$389K Buy
2,692
+86
+3% +$13K 0.14% 63
2025
Q4 		$373K Sell
2,606
-477
-15% -$70.3K 0.14% 63
2025
Q3 		$474K Hold
3,083
– – 0.18% 63
2025
Q2 		$491K Buy
3,083
+1,781
+137% +$291K 0.21% 62
2025
Q1 		$222K Buy
+1,302
New +$218K 0.11% 82

Other funds holding PG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s PG Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its Procter & Gamble (PG) stake by 3.7% in Q2 2026, buying an estimated $14.6K and bringing the position to 2,792 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #68.

Foundation Wealth Management (Pennsylvania) first reported a position in PG in Q1 2025 and has held it in 6 quarters since. The position peaked at $491K in Q2 2025. 2,202 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 2,792 shares of Procter & Gamble worth $409K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) bought 100 Procter & Gamble shares in Q2 2026, an estimated $14.6K.
  • Procter & Gamble made up 0.12% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #68 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Procter & Gamble in Q1 2025 and has held it in 6 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s Procter & Gamble position peaked at $491K in Q2 2025.
  • 2,202 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.