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Keystone Wealth Services’s Procter & Gamble PG Stock Holding History

Keystone Wealth Services’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 		$268K Sell
1,828
-38
-2% -$5.53K 0.05% 269
2026
Q1 		$269K Buy
1,866
+21
+1% +$3.18K 0.06% 257
2025
Q4 		$264K Sell
1,845
-50
-3% -$7.37K 0.06% 209
2025
Q3 		$291K Sell
1,895
-334
-15% -$52.2K 0.06% 246
2025
Q2 		$355K Sell
2,229
-194
-8% -$31.7K 0.09% 209
2025
Q1 		$413K Sell
2,423
-109
-4% -$18.3K 0.11% 171
2024
Q4 		$425K Buy
2,532
+38
+2% +$6.47K 0.11% 162
2024
Q3 		$432K Buy
2,494
+252
+11% +$42.8K 0.12% 159
2024
Q2 		$370K Sell
2,242
-7
-0.3% -$1.14K 0.12% 157
2024
Q1 		$365K Sell
2,249
-66
-3% -$10.4K 0.12% 153
2023
Q4 		$339K Sell
2,315
-288
-11% -$42.7K 0.12% 157
2023
Q3 		$380K Buy
2,603
+5
+0.2% +$764 0.14% 139
2023
Q2 		$394K Buy
2,598
+36
+1% +$5.43K 0.15% 135
2023
Q1 		$381K Buy
2,562
+67
+3% +$9.58K 0.16% 129
2022
Q4 		$378K Buy
2,495
+7
+0.3% +$981 0.16% 123
2022
Q3 		$314K Buy
2,488
+26
+1% +$3.69K 0.15% 115
2022
Q2 		$354K Buy
2,462
+6
+0.2% +$902 0.16% 108
2022
Q1 		$375K Buy
2,456
+5
+0.2% +$782 0.15% 110
2021
Q4 		$401K Buy
+2,451
New +$364K 0.16% 107

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

Keystone Wealth Services's PG Position: Q2 2026 in Review

Keystone Wealth Services reduced its Procter & Gamble (PG) stake by 2% in Q2 2026, selling an estimated $5.53K and leaving 1,828 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #269.

Keystone Wealth Services first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $432K in Q3 2024. 4,021 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Keystone Wealth Services held 1,828 shares of Procter & Gamble worth $268K as of Q2 2026.
  • Keystone Wealth Services sold 38 Procter & Gamble shares in Q2 2026, an estimated $5.53K.
  • Procter & Gamble made up 0.05% of Keystone Wealth Services's portfolio in Q2 2026, its #269 holding.
  • Keystone Wealth Services first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's Procter & Gamble position peaked at $432K in Q3 2024.
  • 4,021 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.