FDW
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Fourth Dimension Wealth’s Procter & Gamble PG Stock Holding History

Fourth Dimension 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
Q2 		$223K Sell
1,522
-20
-1% -$2.91K 0.07% 149
2026
Q1 		$223K Sell
1,542
-438
-22% -$66.4K 0.08% 129
2025
Q4 		$284K Buy
1,980
+63
+3% +$9.29K 0.1% 112
2025
Q3 		$295K Sell
1,917
-17
-0.9% -$2.65K 0.11% 104
2025
Q2 		$308K Sell
1,934
-364
-16% -$59.4K 0.13% 93
2025
Q1 		$392K Buy
2,298
+311
+16% +$52.1K 0.19% 80
2024
Q4 		$333K Buy
+1,987
New +$338K 0.17% 78

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

Fourth Dimension Wealth's PG Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Procter & Gamble (PG) stake by 1.3% in Q2 2026, selling an estimated $2.91K and leaving 1,522 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #149.

Fourth Dimension Wealth first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q1 2025. 4,021 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Fourth Dimension Wealth held 1,522 shares of Procter & Gamble worth $223K as of Q2 2026.
  • Fourth Dimension Wealth sold 20 Procter & Gamble shares in Q2 2026, an estimated $2.91K.
  • Procter & Gamble made up 0.07% of Fourth Dimension Wealth's portfolio in Q2 2026, its #149 holding.
  • Fourth Dimension Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Procter & Gamble position peaked at $392K in Q1 2025.
  • 4,021 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.