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Gerber Kawasaki Wealth & Investment Management’s Procter & Gamble PG Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$1.01M Buy
6,885
+90
+1% +$13.1K 0.03% 173
2026
Q1 		$982K Buy
6,795
+1,411
+26% +$214K 0.03% 164
2025
Q4 		$772K Sell
5,384
-219
-4% -$32.3K 0.03% 173
2025
Q3 		$861K Sell
5,603
-98
-2% -$15.3K 0.03% 169
2025
Q2 		$908K Buy
5,701
+134
+2% +$21.9K 0.04% 152
2025
Q1 		$949K Buy
5,567
+71
+1% +$11.9K 0.04% 141
2024
Q4 		$922K Buy
5,496
+47
+0.9% +$8.01K 0.04% 145
2024
Q3 		$944K Sell
5,449
-121
-2% -$20.5K 0.04% 137
2024
Q2 		$919K Sell
5,570
-41
-0.7% -$6.7K 0.05% 135
2024
Q1 		$910K Buy
5,611
+359
+7% +$56.3K 0.05% 134
2023
Q4 		$770K Buy
5,252
+45
+0.9% +$6.67K 0.05% 142
2023
Q3 		$759K Buy
5,207
+573
+12% +$87.5K 0.05% 140
2023
Q2 		$703K Buy
4,634
+112
+2% +$16.9K 0.05% 143
2023
Q1 		$673K Sell
4,522
-84
-2% -$12K 0.05% 148
2022
Q4 		$698K Sell
4,606
-62
-1% -$8.69K 0.06% 146
2022
Q3 		$589K Buy
4,668
+172
+4% +$24.4K 0.05% 147
2022
Q2 		$646K Sell
4,496
-32
-0.7% -$4.81K 0.06% 142
2022
Q1 		$691K Buy
4,528
+399
+10% +$62.4K 0.06% 134
2021
Q4 		$675K Buy
4,129
+4,113
+25,706% +$611K 0.05% 140
2021
Q3 		$16K Sell
16
-4,487
-100% -$636K ﹤0.01% 558
2021
Q2 		$607K Buy
4,503
+503
+13% +$68.1K 0.06% 133
2021
Q1 		$541K Buy
4,000
+139
+4% +$18.1K 0.07% 130
2020
Q4 		$537K Sell
3,861
-77
-2% -$10.8K 0.07% 109
2020
Q3 		$547K Buy
3,938
+33
+0.8% +$4.38K 0.12% 75
2020
Q2 		$466K Buy
3,905
+65
+2% +$7.58K 0.1% 93
2020
Q1 		$422K Buy
3,840
+622
+19% +$74.7K 0.12% 90
2019
Q4 		$401K Buy
3,218
+17
+0.5% +$2.08K 0.1% 88
2019
Q3 		$398K Buy
3,201
+143
+5% +$16.9K 0.11% 89
2019
Q2 		$335K Buy
3,058
+148
+5% +$15.8K 0.1% 88
2019
Q1 		$302K Sell
2,910
-44
-1% -$4.28K 0.09% 91
2018
Q4 		$271K Hold
2,954
– – 0.1% 84
2018
Q3 		$247K Hold
2,954
– – 0.07% 112
2018
Q2 		$230K Buy
+2,954
New +$222K 0.07% 95
2018
Q1 		– Sell
-2,332
Closed -$214K – 123
2017
Q4 		$214K Buy
2,332
+72
+3% +$6.47K 0.07% 102
2017
Q3 		$208K Buy
+2,260
New +$206K 0.08% 101
2017
Q2 		– Sell
-2,260
Closed -$203K – 128
2017
Q1 		$203K Buy
+2,260
New +$200K 0.09% 113
2016
Q4 		– Sell
-2,260
Closed -$202K – 105
2016
Q3 		$202K Buy
+2,260
New +$196K 0.12% 90

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PG Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Procter & Gamble (PG) stake by 1.3% in Q2 2026, buying an estimated $13.1K and bringing the position to 6,885 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #173.

Gerber Kawasaki Wealth & Investment Management first reported a position in PG in Q3 2016 and has held it in 37 quarters since. 3,062 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 6,885 shares of Procter & Gamble worth $1.01M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 90 Procter & Gamble shares in Q2 2026, an estimated $13.1K.
  • Procter & Gamble made up 0.03% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #173 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Procter & Gamble in Q3 2016 and has held it in 37 quarters since.
  • 3,062 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.