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

Pines 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 		$2.7M Buy
18,437
+625
+4% +$91K 0.78% 28
2026
Q1 		$2.57M Buy
17,812
+693
+4% +$105K 0.83% 26
2025
Q4 		$2.45M Sell
17,119
-184
-1% -$27.1K 0.79% 26
2025
Q3 		$2.66M Buy
17,303
+297
+2% +$46.4K 0.9% 23
2025
Q2 		$2.74M Buy
17,006
+202
+1% +$33K 0.97% 21
2025
Q1 		$2.66M Buy
16,804
+1,080
+7% +$181K 1.23% 18
2024
Q4 		$2.49M Buy
+15,724
New +$2.68M 1.08% 22

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

Pines Wealth Management's PG Position: Q2 2026 in Review

Pines Wealth Management increased its Procter & Gamble (PG) stake by 3.5% in Q2 2026, buying an estimated $91K and bringing the position to 18,437 shares worth $2.7M. The position accounts for 0.78% of the portfolio, ranked #28.

Pines Wealth Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.74M in Q2 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Pines Wealth Management held 18,437 shares of Procter & Gamble worth $2.7M as of Q2 2026.
  • Pines Wealth Management bought 625 Procter & Gamble shares in Q2 2026, an estimated $91K.
  • Procter & Gamble made up 0.78% of Pines Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Pines Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's Procter & Gamble position peaked at $2.74M in Q2 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.