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

Parkshore 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	$1.39M	Sell	9,583 -392	-4%	-$57.4K	0.35%	26
2026 Q2	$1.46M	Sell	9,975 -293	-3%	-$42.6K	0.42%	25
2026 Q1	$1.48M	Buy	10,268 +78	+0.8%	+$11.8K	0.5%	25
2025 Q4	$1.46M	Buy	10,190 +52	+0.5%	+$7.67K	0.55%	24
2025 Q3	$1.56M	Sell	10,138 -1,121	-10%	-$175K	0.63%	24
2025 Q2	$1.79M	Buy	11,259 +42	+0.4%	+$6.86K	0.88%	23
2025 Q1	$1.91M	Buy	11,217 +40	+0.4%	+$6.7K	1.11%	21
2024 Q4	$1.87M	Buy	+11,177	New	+$1.9M	1.13%	22

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

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

Parkshore Wealth Management reduced its Procter & Gamble (PG) stake by 3.9% in Q3 2026, selling an estimated $57.4K and leaving 9,583 shares worth $1.39M. The position accounts for 0.35% of the portfolio, ranked #26.

Parkshore Wealth Management first reported a position in PG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.91M in Q1 2025. 2,487 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Parkshore Wealth Management held 9,583 shares of Procter & Gamble worth $1.39M as of Q3 2026.
Parkshore Wealth Management sold 392 Procter & Gamble shares in Q3 2026, an estimated $57.4K.
Procter & Gamble made up 0.35% of Parkshore Wealth Management's portfolio in Q3 2026, its #26 holding.
Parkshore Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's Procter & Gamble position peaked at $1.91M in Q1 2025.
2,487 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

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