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

Gentry 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 Q2	$410K	Buy	2,799 +8	+0.3%	+$1.16K	0.21%	62
2026 Q1	$403K	Sell	2,791 -238	-8%	-$36.1K	0.24%	62
2025 Q4	$434K	Sell	3,029 -276	-8%	-$40.7K	0.27%	57
2025 Q3	$508K	Buy	3,305 +129	+4%	+$20.1K	0.35%	48
2025 Q2	$506K	Buy	3,176 +30	+1%	+$4.9K	0.39%	45
2025 Q1	$536K	Buy	+3,146	New	+$527K	0.44%	43
2024 Q4	–	Sell	-2,501	Closed	-$433K	–	67
2024 Q3	$433K	Sell	2,501 -66	-3%	-$11.2K	0.35%	50
2024 Q2	$423K	Buy	+2,567	New	+$420K	0.37%	42

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gentry Private Wealth's PG Position: Q2 2026 in Review

Gentry Private Wealth increased its Procter & Gamble (PG) stake by 0.29% in Q2 2026, buying an estimated $1.16K and bringing the position to 2,799 shares worth $410K. The position accounts for 0.21% of the portfolio, ranked #62.

Gentry Private Wealth first reported a position in PG in Q2 2024 and has held it in 8 quarters since. The position peaked at $536K in Q1 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Gentry Private Wealth held 2,799 shares of Procter & Gamble worth $410K as of Q2 2026.
Gentry Private Wealth bought 8 Procter & Gamble shares in Q2 2026, an estimated $1.16K.
Procter & Gamble made up 0.21% of Gentry Private Wealth's portfolio in Q2 2026, its #62 holding.
Gentry Private Wealth first reported a position in Procter & Gamble in Q2 2024 and has held it in 8 quarters since.
Gentry Private Wealth's Procter & Gamble position peaked at $536K in Q1 2025.
3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.