MSWMA
PG icon

Market Street Wealth Management Advisors’s Procter & Gamble PG Stock Holding History

Market Street Wealth Management Advisors’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 		$362K Buy
2,469
+101
+4% +$14.7K 0.05% 92
2026
Q1 		$342K Buy
2,368
+251
+12% +$38.1K 0.05% 86
2025
Q4 		$303K Buy
2,117
+161
+8% +$23.7K 0.05% 87
2025
Q3 		$301K Sell
1,956
-873
-31% -$136K 0.05% 88
2025
Q2 		$451K Sell
2,829
-230
-8% -$37.5K 0.07% 73
2025
Q1 		$521K Buy
3,059
+116
+4% +$19.4K 0.09% 67
2024
Q4 		$493K Buy
2,943
+53
+2% +$9.03K 0.08% 70
2024
Q3 		$501K Buy
2,890
+76
+3% +$12.9K 0.08% 70
2024
Q2 		$464K Buy
2,814
+32
+1% +$5.23K 0.08% 70
2024
Q1 		$451K Buy
2,782
+29
+1% +$4.55K 0.08% 76
2023
Q4 		$403K Sell
2,753
-13
-0.5% -$1.93K 0.08% 82
2023
Q3 		$403K Buy
2,766
+13
+0.5% +$1.99K 0.1% 76
2023
Q2 		$418K Hold
2,753
– – 0.11% 72
2023
Q1 		$409K Sell
2,753
-14
-0.5% -$2K 0.11% 79
2022
Q4 		$419K Buy
2,767
+111
+4% +$15.6K 0.12% 75
2022
Q3 		$335K Hold
2,656
– – 0.11% 77
2022
Q2 		$382K Sell
2,656
-202
-7% -$30.4K 0.12% 70
2022
Q1 		$437K Buy
2,858
+160
+6% +$25K 0.15% 60
2021
Q4 		$441K Sell
2,698
-19
-0.7% -$2.82K 0.14% 58
2021
Q3 		$380K Buy
2,717
+19
+0.7% +$2.69K 0.15% 56
2021
Q2 		$364K Sell
2,698
-8
-0.3% -$1.08K 0.16% 53
2021
Q1 		$366K Sell
2,706
-80
-3% -$10.4K 0.22% 49
2020
Q4 		$388K Hold
2,786
– – 0.3% 36
2020
Q3 		$387K Hold
2,786
– – 0.35% 37
2020
Q2 		$333K Sell
2,786
-28
-1% -$3.27K 0.3% 39
2020
Q1 		$310K Sell
2,814
-66
-2% -$7.92K 0.33% 37
2019
Q4 		$360K Sell
2,880
-8
-0.3% -$979 0.33% 34
2019
Q3 		$359K Hold
2,888
– – 0.35% 34
2019
Q2 		$348K Sell
2,888
-99
-3% -$10.6K 0.34% 32
2019
Q1 		$311K Hold
2,987
– – 0.31% 31
2018
Q4 		$275K Buy
+2,987
New +$267K 0.31% 30

Other funds holding PG

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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Market Street Wealth Management Advisors's PG Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Procter & Gamble (PG) stake by 4.3% in Q2 2026, buying an estimated $14.7K and bringing the position to 2,469 shares worth $362K. The position accounts for 0.05% of the portfolio, ranked #92.

Market Street Wealth Management Advisors first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $521K in Q1 2025. 2,491 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Market Street Wealth Management Advisors held 2,469 shares of Procter & Gamble worth $362K as of Q2 2026.
  • Market Street Wealth Management Advisors bought 101 Procter & Gamble shares in Q2 2026, an estimated $14.7K.
  • Procter & Gamble made up 0.05% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #92 holding.
  • Market Street Wealth Management Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
  • Market Street Wealth Management Advisors's Procter & Gamble position peaked at $521K in Q1 2025.
  • 2,491 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.