Portside Wealth Group’s Procter & Gamble PG Stock Holding History

Portside Wealth Group’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	$2.47M	Buy	16,812 +893	+6%	+$130K	0.29%	78
2026 Q1	$2.3M	Buy	15,919 +3,436	+28%	+$521K	0.31%	76
2025 Q4	$1.79M	Sell	12,483 -2,202	-15%	-$325K	0.24%	97
2025 Q3	$2.26M	Buy	14,685 +414	+3%	+$64.7K	0.31%	72
2025 Q2	$2.27M	Buy	14,271 +573	+4%	+$93.5K	0.34%	69
2025 Q1	$2.33M	Buy	13,698 +1,478	+12%	+$248K	0.38%	69
2024 Q4	$2.05M	Buy	12,220 +230	+2%	+$39.2K	0.34%	71
2024 Q3	$2.08M	Sell	11,990 -7,057	-37%	-$1.2M	0.35%	70
2024 Q2	$3.14M	Sell	19,047 -449	-2%	-$73.4K	0.6%	41
2024 Q1	$3.16M	Sell	19,496 -974	-5%	-$153K	0.59%	39
2023 Q4	$3M	Sell	20,470 -1,077	-5%	-$160K	0.56%	46
2023 Q3	$3.14M	Sell	21,547 -210	-1%	-$32.1K	0.59%	45
2023 Q2	$3.3M	Buy	+21,757	New	+$3.28M	0.61%	42

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

Portside Wealth Group's PG Position: Q2 2026 in Review

Portside Wealth Group increased its Procter & Gamble (PG) stake by 5.6% in Q2 2026, buying an estimated $130K and bringing the position to 16,812 shares worth $2.47M. The position accounts for 0.29% of the portfolio, ranked #78.

Portside Wealth Group first reported a position in PG in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.3M in Q2 2023. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Portside Wealth Group held 16,812 shares of Procter & Gamble worth $2.47M as of Q2 2026.
Portside Wealth Group bought 893 Procter & Gamble shares in Q2 2026, an estimated $130K.
Procter & Gamble made up 0.29% of Portside Wealth Group's portfolio in Q2 2026, its #78 holding.
Portside Wealth Group first reported a position in Procter & Gamble in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's Procter & Gamble position peaked at $3.3M in Q2 2023.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.