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FourThought Financial Partners’s Procter & Gamble PG Stock Holding History

FourThought Financial Partners’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 		$10.2M Buy
69,673
+4,465
+7% +$650K 0.79% 37
2026
Q1 		$9.42M Buy
65,208
+12,985
+25% +$1.97M 0.81% 36
2025
Q4 		$7.48M Buy
52,223
+11,859
+29% +$1.75M 0.63% 43
2025
Q3 		$6.2M Sell
40,364
-55
-0.1% -$8.59K 0.55% 52
2025
Q2 		$6.44M Sell
40,419
-123
-0.3% -$20.1K 0.64% 46
2025
Q1 		$6.91M Buy
40,542
+328
+0.8% +$54.9K 0.72% 44
2024
Q4 		$6.74M Sell
40,214
-90
-0.2% -$15.3K 0.7% 41
2024
Q3 		$6.98M Sell
40,304
-135
-0.3% -$22.9K 0.83% 42
2024
Q2 		$6.67M Sell
40,439
-211
-0.5% -$34.5K 0.86% 41
2024
Q1 		$6.6M Buy
40,650
+579
+1% +$90.8K 0.76% 43
2023
Q4 		$5.87M Sell
40,071
-1,436
-3% -$213K 0.74% 42
2023
Q3 		$6.05M Sell
41,507
-33,669
-45% -$5.14M 0.85% 37
2023
Q2 		$11.4M Sell
75,176
-1,750
-2% -$264K 1.5% 17
2023
Q1 		$11.4M Buy
76,926
+2,051
+3% +$293K 1.57% 12
2022
Q4 		$11.3M Buy
+74,875
New +$10.5M 1.64% 14

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

FourThought Financial Partners's PG Position: Q2 2026 in Review

FourThought Financial Partners increased its Procter & Gamble (PG) stake by 6.8% in Q2 2026, buying an estimated $650K and bringing the position to 69,673 shares worth $10.2M. The position accounts for 0.79% of the portfolio, ranked #37.

FourThought Financial Partners first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.4M in Q1 2023. 4,023 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • FourThought Financial Partners held 69,673 shares of Procter & Gamble worth $10.2M as of Q2 2026.
  • FourThought Financial Partners bought 4,465 Procter & Gamble shares in Q2 2026, an estimated $650K.
  • Procter & Gamble made up 0.79% of FourThought Financial Partners's portfolio in Q2 2026, its #37 holding.
  • FourThought Financial Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • FourThought Financial Partners's Procter & Gamble position peaked at $11.4M in Q1 2023.
  • 4,023 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.