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Peterson Wealth Services’s Procter & Gamble PG Stock Holding History

Peterson Wealth Services’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 		$205K Buy
1,401
+3
+0.2% +$437 0.04% 127
2026
Q1 		$202K Buy
1,398
+297
+27% +$45K 0.05% 127
2025
Q4 		$158K Buy
1,101
+1,061
+2,653% +$156K 0.04% 126
2025
Q3 		$169K Sell
40
-1,010
-96% -$158K 0.04% 130
2025
Q2 		$167K Sell
1,050
-117
-10% -$19.1K 0.05% 126
2025
Q1 		$199K Sell
1,167
-16
-1% -$2.68K 0.06% 119
2024
Q4 		$198K Buy
1,183
+11
+0.9% +$1.87K 0.06% 117
2024
Q3 		$203K Buy
+1,172
New +$199K 0.06% 121

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

Peterson Wealth Services's PG Position: Q2 2026 in Review

Peterson Wealth Services increased its Procter & Gamble (PG) stake by 0.21% in Q2 2026, buying an estimated $437 and bringing the position to 1,401 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #127.

Peterson Wealth Services first reported a position in PG in Q3 2024 and has held it in 8 quarters since. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Peterson Wealth Services held 1,401 shares of Procter & Gamble worth $205K as of Q2 2026.
  • Peterson Wealth Services bought 3 Procter & Gamble shares in Q2 2026, an estimated $437.
  • Procter & Gamble made up 0.04% of Peterson Wealth Services's portfolio in Q2 2026, its #127 holding.
  • Peterson Wealth Services first reported a position in Procter & Gamble in Q3 2024 and has held it in 8 quarters since.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.