Precedent Wealth Partners’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$435K Buy
2,965
+1,384
+88% +$201K 0.07% 156
2026
Q1
$228K Hold
1,581
0.05% 161
2025
Q4
$227K Sell
1,581
-60
-4% -$8.85K 0.05% 164
2025
Q3
$252K Sell
1,641
-61
-4% -$9.53K 0.06% 157
2025
Q2
$271K Buy
1,702
+408
+32% +$66.6K 0.07% 154
2025
Q1
$221K Buy
1,294
+10
+0.8% +$1.68K 0.06% 148
2024
Q4
$215K Buy
+1,284
New +$219K 0.07% 145
2024
Q1
Sell
-7,272
Closed -$1.07M 141
2023
Q4
$1.07M Buy
+7,272
New +$1.08M 0.54% 42

Other funds holding PG

Precedent Wealth Partners's PG Position: Q2 2026 in Review

Precedent Wealth Partners increased its Procter & Gamble (PG) stake by 88% in Q2 2026, buying an estimated $201K and bringing the position to 2,965 shares worth $435K. The position accounts for 0.07% of the portfolio, ranked #156.

Precedent Wealth Partners first reported a position in PG in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2023. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Precedent Wealth Partners held 2,965 shares of Procter & Gamble worth $435K as of Q2 2026.
  • Precedent Wealth Partners bought 1,384 Procter & Gamble shares in Q2 2026, an estimated $201K.
  • Procter & Gamble made up 0.07% of Precedent Wealth Partners's portfolio in Q2 2026, its #156 holding.
  • Precedent Wealth Partners first reported a position in Procter & Gamble in Q4 2023 and has held it in 8 quarters since.
  • Precedent Wealth Partners's Procter & Gamble position peaked at $1.07M in Q4 2023.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.