Petix & Botte Financial’s Procter & Gamble PG Stock Holding History

Petix & Botte Financial’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	$443K	Buy	3,024 +1,527	+102%	+$222K	0.09%	98
2026 Q1	$437K	Sell	1,497 -1,453	-49%	-$220K	0.1%	92
2025 Q4	$423K	Buy	2,950 +30	+1%	+$4.42K	0.1%	92
2025 Q3	$449K	Hold	2,920	–	–	0.1%	88
2025 Q2	$465K	Hold	2,920	–	–	0.11%	91
2025 Q1	$498K	Hold	2,920	–	–	0.13%	80
2024 Q4	$490K	Hold	2,920	–	–	0.13%	88
2024 Q3	$506K	Hold	2,920	–	–	0.13%	71
2024 Q2	$482K	Buy	2,920 +1,460	+100%	+$239K	0.14%	71
2024 Q1	$237K	Sell	1,460 -1,460	-50%	-$229K	0.06%	126
2023 Q4	$428K	Hold	2,920	–	–	0.13%	79
2023 Q3	$426K	Sell	2,920 -26	-0.9%	-$3.97K	0.13%	72
2023 Q2	$447K	Buy	2,946 +1,473	+100%	+$222K	0.14%	71
2023 Q1	$219K	Buy	+1,473	New	+$211K	0.15%	71
2022 Q2	–	Sell	-2,484	Closed	-$380K	–	100
2022 Q1	$380K	Buy	2,484 +1,242	+100%	+$194K	0.12%	77
2021 Q4	$203K	Sell	1,242 -1,542	-55%	-$229K	0.13%	82
2021 Q3	$390K	Buy	+2,784	New	+$395K	0.13%	73

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Petix & Botte Financial's PG Position: Q2 2026 in Review

Petix & Botte Financial increased its Procter & Gamble (PG) stake by 102% in Q2 2026, buying an estimated $222K and bringing the position to 3,024 shares worth $443K. The position accounts for 0.09% of the portfolio, ranked #98.

Petix & Botte Financial first reported a position in PG in Q3 2021 and has held it in 17 quarters since. The position peaked at $506K in Q3 2024. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Petix & Botte Financial held 3,024 shares of Procter & Gamble worth $443K as of Q2 2026.
Petix & Botte Financial bought 1,527 Procter & Gamble shares in Q2 2026, an estimated $222K.
Procter & Gamble made up 0.09% of Petix & Botte Financial's portfolio in Q2 2026, its #98 holding.
Petix & Botte Financial first reported a position in Procter & Gamble in Q3 2021 and has held it in 17 quarters since.
Petix & Botte Financial's Procter & Gamble position peaked at $506K in Q3 2024.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.