Granite Bay Wealth Management’s Procter & Gamble PG Stock Holding History

Granite Bay 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	$720K	Buy	4,906 +2,951	+151%	+$430K	0.07%	96
2026 Q1	$282K	Sell	1,955 -185	-9%	-$28K	0.06%	74
2025 Q4	$307K	Buy	2,140 +228	+12%	+$33.6K	0.07%	68
2025 Q3	$294K	Sell	1,912 -690	-27%	-$108K	0.08%	61
2025 Q2	$415K	Buy	2,602 +918	+55%	+$150K	0.13%	44
2025 Q1	$287K	Sell	1,684 -385	-19%	-$64.5K	0.1%	60
2024 Q4	$347K	Buy	+2,069	New	+$352K	0.13%	54
2024 Q3	–	Sell	-2,009	Closed	-$331K	–	65
2024 Q2	$331K	Sell	2,009 -13	-0.6%	-$2.13K	0.18%	51
2024 Q1	$328K	Buy	+2,022	New	+$317K	0.19%	59
2023 Q2	–	Sell	-2,265	Closed	-$337K	–	66
2023 Q1	$337K	Buy	2,265 +573	+34%	+$81.9K	0.24%	53
2022 Q4	$256K	Buy	+1,692	New	+$237K	0.17%	54
2022 Q3	–	Sell	-1,576	Closed	-$227K	–	58
2022 Q2	$227K	Sell	1,576 -26	-2%	-$3.91K	0.18%	52
2022 Q1	$245K	Buy	1,602 +31	+2%	+$4.85K	0.2%	54
2021 Q4	$257K	Buy	+1,571	New	+$233K	0.25%	52

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

Granite Bay Wealth Management's PG Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Procter & Gamble (PG) stake by 151% in Q2 2026, buying an estimated $430K and bringing the position to 4,906 shares worth $720K. The position accounts for 0.07% of the portfolio, ranked #96.

Granite Bay Wealth Management first reported a position in PG in Q4 2021 and has held it in 14 quarters since. 4,021 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Granite Bay Wealth Management held 4,906 shares of Procter & Gamble worth $720K as of Q2 2026.
Granite Bay Wealth Management bought 2,951 Procter & Gamble shares in Q2 2026, an estimated $430K.
Procter & Gamble made up 0.07% of Granite Bay Wealth Management's portfolio in Q2 2026, its #96 holding.
Granite Bay Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 14 quarters since.
4,021 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.