Integris Wealth Management
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Integris Wealth Management’s Procter & Gamble PG Stock Holding History

Integris 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
Q3 		$1.17M Sell
8,032
-19
-0.2% -$2.78K 0.22% 37
2026
Q2 		$1.18M Sell
8,051
-390
-5% -$56.8K 0.24% 35
2026
Q1 		$1.22M Hold
8,441
– – 0.28% 30
2025
Q4 		$1.21M Sell
8,441
-121
-1% -$17.8K 0.28% 33
2025
Q3 		$1.32M Hold
8,562
– – 0.32% 32
2025
Q2 		$1.36M Buy
8,562
+191
+2% +$31.2K 0.36% 26
2025
Q1 		$1.43M Hold
8,371
– – 0.41% 25
2024
Q4 		$1.4M Buy
8,371
+103
+1% +$17.5K 0.4% 26
2024
Q3 		$1.43M Sell
8,268
-104
-1% -$17.7K 0.4% 26
2024
Q2 		$1.38M Sell
8,372
-69
-0.8% -$11.3K 0.4% 26
2024
Q1 		$1.37M Sell
8,441
-19
-0.2% -$2.98K 0.38% 27
2023
Q4 		$1.24M Sell
8,460
-20
-0.2% -$2.96K 0.37% 27
2023
Q3 		$1.24M Hold
8,480
– – 0.41% 27
2023
Q2 		$1.29M Buy
8,480
+2
+0% +$301 0.46% 22
2023
Q1 		$1.26M Sell
8,478
-38
-0.4% -$5.43K 0.46% 23
2022
Q4 		$1.29M Buy
+8,516
New +$1.19M 0.5% 24

Other funds holding PG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Integris Wealth Management's PG Position: Q3 2026 in Review

Integris Wealth Management reduced its Procter & Gamble (PG) stake by 0.24% in Q3 2026, selling an estimated $2.78K and leaving 8,032 shares worth $1.17M. The position accounts for 0.22% of the portfolio, ranked #37.

Integris Wealth Management first reported a position in PG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.43M in Q3 2024. 2,487 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Integris Wealth Management held 8,032 shares of Procter & Gamble worth $1.17M as of Q3 2026.
  • Integris Wealth Management sold 19 Procter & Gamble shares in Q3 2026, an estimated $2.78K.
  • Procter & Gamble made up 0.22% of Integris Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Integris Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 16 quarters since.
  • Integris Wealth Management's Procter & Gamble position peaked at $1.43M in Q3 2024.
  • 2,487 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.