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Golden State Wealth Management’s Procter & Gamble PG Stock Holding History

Golden State Wealth 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 		$853K Buy
5,814
+90
+2% +$13.1K 0.08% 203
2026
Q1 		$827K Buy
5,724
+188
+3% +$28.5K 0.09% 181
2025
Q4 		$793K Sell
5,536
-502
-8% -$74K 0.08% 185
2025
Q3 		$928K Sell
6,038
-15
-0.2% -$2.34K 0.1% 149
2025
Q2 		$964K Buy
6,053
+46
+0.8% +$7.51K 0.12% 146
2025
Q1 		$1.02M Buy
6,007
+567
+10% +$95K 0.15% 117
2024
Q4 		$912K Buy
+5,440
New +$926K 0.14% 126
2022
Q1 		$759K Sell
4,966
-3,337
-40% -$522K 0.15% 134
2021
Q4 		$1.36M Buy
8,303
+3,561
+75% +$529K 0.23% 90
2021
Q3 		$663K Buy
4,742
+279
+6% +$39.5K 0.14% 137
2021
Q2 		$602K Buy
4,463
+213
+5% +$28.8K 0.13% 145
2021
Q1 		$575K Sell
4,250
-3,415
-45% -$446K 0.19% 92
2020
Q4 		$1.07M Buy
7,665
+3,003
+64% +$420K 0.31% 60
2020
Q3 		$648K Sell
4,662
-4,911
-51% -$652K 0.22% 73
2020
Q2 		$1.15M Buy
9,573
+6,973
+268% +$813K 0.37% 49
2020
Q1 		$286K Buy
2,600
+346
+15% +$41.5K 0.13% 117
2019
Q4 		$282K Sell
2,254
-828
-27% -$101K 0.05% 44
2019
Q3 		$383K Buy
3,082
+240
+8% +$28.4K 0.13% 129
2019
Q2 		$311K Buy
2,842
+118
+4% +$12.6K 0.1% 164
2019
Q1 		$283K Buy
+2,724
New +$265K 0.09% 177

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

Golden State Wealth Management's PG Position: Q2 2026 in Review

Golden State Wealth Management increased its Procter & Gamble (PG) stake by 1.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 5,814 shares worth $853K. The position accounts for 0.08% of the portfolio, ranked #203.

Golden State Wealth Management first reported a position in PG in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.36M in Q4 2021. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Golden State Wealth Management held 5,814 shares of Procter & Gamble worth $853K as of Q2 2026.
  • Golden State Wealth Management bought 90 Procter & Gamble shares in Q2 2026, an estimated $13.1K.
  • Procter & Gamble made up 0.08% of Golden State Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Golden State Wealth Management first reported a position in Procter & Gamble in Q1 2019 and has held it in 20 quarters since.
  • Golden State Wealth Management's Procter & Gamble position peaked at $1.36M in Q4 2021.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.