MilWealth Group’s Procter & Gamble PG Stock Holding History

MilWealth Group’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	$162K	Hold	1,116	–	–	0.04%	33
2026 Q2	$164K	Hold	1,116	–	–	0.03%	32
2026 Q1	$161K	Hold	1,116	–	–	0.04%	29
2025 Q4	$160K	Hold	1,116	–	–	0.04%	29
2025 Q3	$171K	Hold	1,116	–	–	0.04%	28
2025 Q2	$178K	Hold	1,116	–	–	0.05%	28
2025 Q1	$190K	Hold	1,116	–	–	0.05%	27
2024 Q4	$187K	Sell	1,116 -33	-3%	-$5.62K	0.05%	30
2024 Q3	$199K	Sell	1,149 -50	-4%	-$8.49K	0.06%	26
2024 Q2	$198K	Sell	1,199 -60	-5%	-$9.8K	0.06%	25
2024 Q1	$204K	Hold	1,259	–	–	0.07%	26
2023 Q4	$184K	Hold	1,259	–	–	0.06%	26
2023 Q3	$184K	Hold	1,259	–	–	0.07%	23
2023 Q2	$191K	Hold	1,259	–	–	0.07%	23
2023 Q1	$187K	Hold	1,259	–	–	0.07%	24
2022 Q4	$191K	Hold	1,259	–	–	0.08%	23
2022 Q3	$159K	Hold	1,259	–	–	0.07%	26
2022 Q2	$181K	Hold	1,259	–	–	0.08%	28
2022 Q1	$192K	Sell	1,259 -36	-3%	-$5.63K	0.07%	29
2021 Q4	$212K	Sell	1,295 -166	-11%	-$24.6K	0.08%	26
2021 Q3	$204K	Sell	1,461 -6	-0.4%	-$850	0.08%	24
2021 Q2	$198K	Hold	1,467	–	–	0.09%	23
2021 Q1	$199K	Hold	1,467	–	–	0.1%	20
2020 Q4	$204K	Sell	1,467 -127	-8%	-$17.8K	0.1%	19
2020 Q3	$222K	Hold	1,594	–	–	0.12%	17
2020 Q2	$191K	Hold	1,594	–	–	0.11%	17
2020 Q1	$175K	Hold	1,594	–	–	0.14%	18
2019 Q4	$199K	Sell	1,594 -182	-10%	-$22.3K	0.16%	16
2019 Q3	$221K	Sell	1,776 -360	-17%	-$42.5K	0.19%	15
2019 Q2	$234K	Sell	2,136 -139	-6%	-$14.8K	0.2%	15
2019 Q1	$237K	Hold	2,275	–	–	0.21%	14
2018 Q4	$209K	Buy	+2,275	New	+$203K	0.2%	15

Other funds holding PG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

MilWealth Group's PG Position: Q3 2026 in Review

MilWealth Group held its Procter & Gamble (PG) position steady in Q3 2026 at 1,116 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #33.

MilWealth Group first reported a position in PG in Q4 2018 and has held it in 32 quarters since. The position peaked at $237K in Q1 2019. 2,487 funds tracked by Wall St. Rank hold PG as of Q3 2026.

MilWealth Group held 1,116 shares of Procter & Gamble worth $162K as of Q3 2026.
MilWealth Group left its Procter & Gamble share count unchanged in Q3 2026.
Procter & Gamble made up 0.04% of MilWealth Group's portfolio in Q3 2026, its #33 holding.
MilWealth Group first reported a position in Procter & Gamble in Q4 2018 and has held it in 32 quarters since.
MilWealth Group's Procter & Gamble position peaked at $237K in Q1 2019.
2,487 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on MilWealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.