Pine Harbor Wealth Management’s Procter & Gamble PG Stock Holding History

Pine Harbor 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 Q2	$377K	Sell	2,573 -548	-18%	-$79.8K	0.1%	74
2026 Q1	$451K	Buy	3,121 +1	+0%	+$152	0.13%	59
2025 Q4	$447K	Buy	3,120 +1	+0%	+$147	0.14%	60
2025 Q3	$479K	Sell	3,119 -97	-3%	-$15.2K	0.15%	56
2025 Q2	$512K	Buy	3,216 +1	+0%	+$163	0.18%	52
2025 Q1	$548K	Sell	3,215 -3	-0.1%	-$502	0.22%	49
2024 Q4	$540K	Sell	3,218 -152	-5%	-$25.9K	0.22%	50
2024 Q3	$584K	Buy	3,370 +16	+0.5%	+$2.72K	0.29%	47
2024 Q2	$553K	Buy	3,354 +155	+5%	+$25.3K	0.33%	46
2024 Q1	$519K	Buy	3,199 +35	+1%	+$5.49K	0.33%	52
2023 Q4	$464K	Buy	+3,164	New	+$469K	0.35%	55

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 $3.37T AUM 44.26% 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

Pine Harbor Wealth Management's PG Position: Q2 2026 in Review

Pine Harbor Wealth Management reduced its Procter & Gamble (PG) stake by 18% in Q2 2026, selling an estimated $79.8K and leaving 2,573 shares worth $377K. The position accounts for 0.1% of the portfolio, ranked #74.

Pine Harbor Wealth Management first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $584K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Pine Harbor Wealth Management held 2,573 shares of Procter & Gamble worth $377K as of Q2 2026.
Pine Harbor Wealth Management sold 548 Procter & Gamble shares in Q2 2026, an estimated $79.8K.
Procter & Gamble made up 0.1% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #74 holding.
Pine Harbor Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
Pine Harbor Wealth Management's Procter & Gamble position peaked at $584K in Q3 2024.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.