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Perfromance Wealth Partners’s Procter & Gamble PG Stock Holding History

Perfromance Wealth Partners’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 		$1.22M Sell
8,295
-793
-9% -$115K 0.03% 87
2026
Q1 		$1.31M Buy
9,088
+2,611
+40% +$396K 0.04% 76
2025
Q4 		$928K Sell
6,477
-223
-3% -$32.9K 0.03% 84
2025
Q3 		$1.03M Buy
6,700
+1,461
+28% +$228K 0.03% 75
2025
Q2 		$835K Buy
5,239
+1,803
+52% +$294K 0.03% 78
2025
Q1 		$586K Sell
3,436
-299
-8% -$50.1K 0.02% 83
2024
Q4 		$626K Sell
3,735
-101
-3% -$17.2K 0.02% 88
2024
Q3 		$664K Sell
3,836
-11
-0.3% -$1.87K 0.02% 84
2024
Q2 		$634K Sell
3,847
-340
-8% -$55.6K 0.02% 73
2024
Q1 		$679K Sell
4,187
-487
-10% -$76.4K 0.03% 78
2023
Q4 		$685K Sell
4,674
-1,064
-19% -$158K 0.03% 81
2023
Q3 		$837K Hold
5,738
– – 0.04% 81
2023
Q2 		$874K Sell
5,738
-140
-2% -$21.1K 0.04% 85
2023
Q1 		$874K Sell
5,878
-625
-10% -$89.3K 0.04% 83
2022
Q4 		$986K Buy
6,503
+952
+17% +$133K 0.06% 71
2022
Q3 		$701K Buy
5,551
+332
+6% +$47.2K 0.04% 82
2022
Q2 		$750K Buy
5,219
+531
+11% +$79.8K 0.04% 81
2022
Q1 		$716K Buy
4,688
+8
+0.2% +$1.25K 0.03% 92
2021
Q4 		$766K Buy
+4,680
New +$695K 0.03% 94

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

Perfromance Wealth Partners's PG Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Procter & Gamble (PG) stake by 8.7% in Q2 2026, selling an estimated $115K and leaving 8,295 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #87.

Perfromance Wealth Partners first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.31M in Q1 2026. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Perfromance Wealth Partners held 8,295 shares of Procter & Gamble worth $1.22M as of Q2 2026.
  • Perfromance Wealth Partners sold 793 Procter & Gamble shares in Q2 2026, an estimated $115K.
  • Procter & Gamble made up 0.03% of Perfromance Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Perfromance Wealth Partners first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's Procter & Gamble position peaked at $1.31M in Q1 2026.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.