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

Mattern 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 		$1.11M Buy
7,602
+49
+0.6% +$7.13K 0.18% 66
2026
Q1 		$1.09M Sell
7,553
-10
-0.1% -$1.52K 0.21% 56
2025
Q4 		$1.08M Sell
7,563
-50
-0.7% -$7.37K 0.21% 57
2025
Q3 		$1.17M Sell
7,613
-682
-8% -$107K 0.23% 57
2025
Q2 		$1.32M Hold
8,295
– – 0.28% 51
2025
Q1 		$1.41M Buy
8,295
+110
+1% +$18.4K 0.31% 53
2024
Q4 		$1.37M Sell
8,185
-611
-7% -$104K 0.3% 57
2024
Q3 		$1.52M Sell
8,796
-11,909
-58% -$2.02M 0.33% 62
2024
Q2 		$3.41M Sell
20,705
-2,184
-10% -$357K 0.82% 33
2024
Q1 		$3.71M Buy
22,889
+60
+0.3% +$9.41K 0.9% 29
2023
Q4 		$3.35M Buy
22,829
+813
+4% +$120K 0.86% 29
2023
Q3 		$3.21M Buy
22,016
+2,957
+16% +$452K 0.94% 25
2023
Q2 		$2.89M Buy
19,059
+1,713
+10% +$258K 0.84% 31
2023
Q1 		$2.58M Buy
17,346
+5,414
+45% +$774K 0.85% 32
2022
Q4 		$1.81M Buy
11,932
+186
+2% +$26.1K 0.73% 50
2022
Q3 		$1.48M Buy
11,746
+362
+3% +$51.4K 0.6% 51
2022
Q2 		$1.64M Buy
11,384
+419
+4% +$63K 0.64% 46
2022
Q1 		$1.68M Sell
10,965
-113
-1% -$17.7K 0.55% 56
2021
Q4 		$1.81M Sell
11,078
-23
-0.2% -$3.42K 0.53% 45
2021
Q3 		$1.55M Sell
11,101
-57
-0.5% -$8.08K 0.52% 52
2021
Q2 		$1.57M Sell
11,158
-734
-6% -$99.3K 0.5% 53
2021
Q1 		$1.61M Sell
11,892
-7,937
-40% -$1.04M 0.57% 48
2020
Q4 		$2.76M Sell
19,829
-286
-1% -$40K 1.04% 24
2020
Q3 		$2.8M Sell
20,115
-403
-2% -$53.5K 1.2% 25
2020
Q2 		$2.45M Buy
20,518
+647
+3% +$75.4K 1.19% 22
2020
Q1 		$2.19M Buy
19,871
+331
+2% +$39.7K 1.58% 13
2019
Q4 		$2.44M Buy
+19,540
New +$2.39M 1.47% 15

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

Mattern Wealth Management's PG Position: Q2 2026 in Review

Mattern Wealth Management increased its Procter & Gamble (PG) stake by 0.65% in Q2 2026, buying an estimated $7.13K and bringing the position to 7,602 shares worth $1.11M. The position accounts for 0.18% of the portfolio, ranked #66.

Mattern Wealth Management first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.71M in Q1 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Mattern Wealth Management held 7,602 shares of Procter & Gamble worth $1.11M as of Q2 2026.
  • Mattern Wealth Management bought 49 Procter & Gamble shares in Q2 2026, an estimated $7.13K.
  • Procter & Gamble made up 0.18% of Mattern Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Mattern Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Procter & Gamble position peaked at $3.71M in Q1 2024.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.