Premier Path Wealth Partners’s Procter & Gamble PG Stock Holding History

Premier Path Wealth Partners’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 Q3	$1.3M	Buy	8,937 +651	+8%	+$95.4K	0.15%	125
2026 Q2	$1.21M	Buy	8,286 +507	+7%	+$73.8K	0.14%	143
2026 Q1	$1.12M	Buy	7,779 +617	+9%	+$93.5K	0.15%	142
2025 Q4	$1.03M	Sell	7,162 -1,146	-14%	-$169K	0.13%	154
2025 Q3	$1.28M	Sell	8,308 -1,094	-12%	-$171K	0.16%	134
2025 Q2	$1.5M	Sell	9,402 -282	-3%	-$46K	0.21%	112
2025 Q1	$1.65M	Sell	9,684 -381	-4%	-$63.8K	0.26%	93
2024 Q4	$1.69M	Buy	10,065 +298	+3%	+$50.8K	0.26%	90
2024 Q3	$1.69M	Sell	9,767 -276	-3%	-$46.9K	0.27%	90
2024 Q2	$1.66M	Buy	10,043 +721	+8%	+$118K	0.28%	88
2024 Q1	$1.51M	Sell	9,322 -595	-6%	-$93.3K	0.28%	91
2023 Q4	$1.44M	Buy	+9,917	New	+$1.47M	0.32%	77

Other funds holding PG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Premier Path Wealth Partners's PG Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Procter & Gamble (PG) stake by 7.9% in Q3 2026, buying an estimated $95.4K and bringing the position to 8,937 shares worth $1.3M. The position accounts for 0.15% of the portfolio, ranked #125.

Premier Path Wealth Partners first reported a position in PG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.69M in Q3 2024. 2,830 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Premier Path Wealth Partners held 8,937 shares of Procter & Gamble worth $1.3M as of Q3 2026.
Premier Path Wealth Partners bought 651 Procter & Gamble shares in Q3 2026, an estimated $95.4K.
Procter & Gamble made up 0.15% of Premier Path Wealth Partners's portfolio in Q3 2026, its #125 holding.
Premier Path Wealth Partners first reported a position in Procter & Gamble in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Procter & Gamble position peaked at $1.69M in Q3 2024.
2,830 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.