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Goldstone Financial Group’s Procter & Gamble PG Stock Holding History

Goldstone Financial Group’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 		$1.23M Sell
8,389
-341
-4% -$49.6K 0.11% 109
2026
Q1 		$1.26M Sell
8,730
-1,686
-16% -$256K 0.14% 104
2025
Q4 		$1.49M Buy
10,416
+994
+11% +$147K 0.17% 86
2025
Q3 		$1.45M Buy
9,422
+996
+12% +$156K 0.17% 83
2025
Q2 		$1.36M Buy
8,426
+612
+8% +$99.9K 0.18% 78
2025
Q1 		$1.33M Buy
7,814
+508
+7% +$85.1K 0.2% 75
2024
Q4 		$1.22M Buy
7,306
+570
+8% +$97.1K 0.19% 78
2024
Q3 		$1.17M Buy
6,736
+410
+6% +$69.6K 0.2% 79
2024
Q2 		$1.04M Buy
6,326
+528
+9% +$86.3K 0.21% 78
2024
Q1 		$941K Buy
5,798
+436
+8% +$68.4K 0.22% 74
2023
Q4 		$786K Buy
5,362
+98
+2% +$14.5K 0.2% 82
2023
Q3 		$768K Sell
5,264
-179
-3% -$27.3K 0.23% 86
2023
Q2 		$826K Sell
5,443
-124
-2% -$18.7K 0.24% 75
2023
Q1 		$828K Buy
+5,567
New +$796K 0.27% 64

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

Goldstone Financial Group's PG Position: Q2 2026 in Review

Goldstone Financial Group reduced its Procter & Gamble (PG) stake by 3.9% in Q2 2026, selling an estimated $49.6K and leaving 8,389 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #109.

Goldstone Financial Group first reported a position in PG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.49M in Q4 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Goldstone Financial Group held 8,389 shares of Procter & Gamble worth $1.23M as of Q2 2026.
  • Goldstone Financial Group sold 341 Procter & Gamble shares in Q2 2026, an estimated $49.6K.
  • Procter & Gamble made up 0.11% of Goldstone Financial Group's portfolio in Q2 2026, its #109 holding.
  • Goldstone Financial Group first reported a position in Procter & Gamble in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Procter & Gamble position peaked at $1.49M in Q4 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.