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High Point Wealth Management’s Procter & Gamble PG Stock Holding History

High Point 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 		$179K Hold
1,220
– – 0.15% 92
2026
Q1 		$176K Buy
1,220
+240
+24% +$36.4K 0.17% 91
2025
Q4 		$140K Buy
+980
New +$145K 0.13% 98

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

High Point Wealth Management's PG Position: Q2 2026 in Review

High Point Wealth Management held its Procter & Gamble (PG) position steady in Q2 2026 at 1,220 shares worth $179K. The position accounts for 0.15% of the portfolio, ranked #92.

High Point Wealth Management first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • High Point Wealth Management held 1,220 shares of Procter & Gamble worth $179K as of Q2 2026.
  • High Point Wealth Management left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.15% of High Point Wealth Management's portfolio in Q2 2026, its #92 holding.
  • High Point Wealth Management first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.