Principle 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 | $11M | Buy |
74,709
+576
| +0.8% | +$83.8K | 0.54% | 39 |
|
|
2026
Q1 | $10.7M | Sell |
74,133
-117
| -0.2% | -$17.7K | 0.61% | 38 |
|
|
2025
Q4 | $10.6M | Buy |
74,250
+397
| +0.5% | +$58.5K | 0.6% | 38 |
|
|
2025
Q3 | $11.3M | Buy |
73,853
+650
| +0.9% | +$102K | 0.66% | 33 |
|
|
2025
Q2 | $11.7M | Buy |
73,203
+137
| +0.2% | +$22.4K | 0.73% | 31 |
|
|
2025
Q1 | $12.5M | Sell |
73,066
-1,126
| -2% | -$189K | 0.89% | 28 |
|
|
2024
Q4 | $12.4M | Sell |
74,192
-834
| -1% | -$142K | 0.87% | 27 |
|
|
2024
Q3 | $13M | Sell |
75,026
-332
| -0.4% | -$56.4K | 0.92% | 27 |
|
|
2024
Q2 | $12.4M | Sell |
75,358
-495
| -0.7% | -$80.9K | 0.95% | 24 |
|
|
2024
Q1 | $12.3M | Buy |
75,853
+630
| +0.8% | +$98.8K | 0.96% | 24 |
|
|
2023
Q4 | $11M | Sell |
75,223
-215
| -0.3% | -$31.8K | 0.95% | 23 |
|
|
2023
Q3 | $11M | Sell |
75,438
-722
| -0.9% | -$110K | 1.11% | 22 |
|
|
2023
Q2 | $11.6M | Sell |
76,160
-251
| -0.3% | -$37.8K | 1.16% | 20 |
|
|
2023
Q1 | $11.4M | Buy |
76,411
+793
| +1% | +$113K | 1.21% | 18 |
|
|
2022
Q4 | $11.5M | Sell |
75,618
-460
| -0.6% | -$64.5K | 1.3% | 16 |
|
|
2022
Q3 | $9.61M | Buy |
76,078
+1,255
| +2% | +$178K | 0.91% | 18 |
|
|
2022
Q2 | $10.8M | Sell |
74,823
-1,175
| -2% | -$177K | 1.29% | 15 |
|
|
2022
Q1 | $11.6M | Sell |
75,998
-887
| -1% | -$139K | 1.22% | 15 |
|
|
2021
Q4 | $12.6M | Sell |
76,885
-565
| -0.7% | -$83.9K | 1.32% | 15 |
|
|
2021
Q3 | $10.8M | Buy |
77,450
+521
| +0.7% | +$73.8K | 1.25% | 17 |
|
|
2021
Q2 | $10.4M | Sell |
76,929
-1,852
| -2% | -$251K | 1.18% | 18 |
|
|
2021
Q1 | $10.7M | Buy |
78,781
+6,720
| +9% | +$877K | 1.25% | 17 |
|
|
2020
Q4 | $10M | Buy |
72,061
+52,591
| +270% | +$7.35M | 1.32% | 15 |
|
|
2020
Q3 | $2.71M | Sell |
19,470
-307
| -2% | -$40.8K | 0.75% | 24 |
|
|
2020
Q2 | $2.36M | Hold |
19,777
| – | – | 0.69% | 24 |
|
|
2020
Q1 | $2.17M | Sell |
19,777
-52
| -0.3% | -$6.24K | 0.82% | 23 |
|
|
2019
Q4 | $2.48M | Sell |
19,829
-896
| -4% | -$110K | 0.79% | 32 |
|
|
2019
Q3 | $2.58M | Buy |
20,725
+2,705
| +15% | +$320K | 0.89% | 31 |
|
|
2019
Q2 | $1.98M | Buy |
18,020
+3,001
| +20% | +$320K | 1.02% | 25 |
|
|
2019
Q1 | $1.56M | Buy |
15,019
+3,102
| +26% | +$302K | 0.89% | 30 |
|
|
2018
Q4 | $1.09M | Buy |
+11,917
| New | +$1.07M | 0.92% | 34 |
|
Other funds holding PG
Principle Wealth Partners's PG Position: Q2 2026 in Review
Principle Wealth Partners increased its Procter & Gamble (PG) stake by 0.78% in Q2 2026, buying an estimated $83.8K and bringing the position to 74,709 shares worth $11M. The position accounts for 0.54% of the portfolio, ranked #39.
Principle Wealth Partners first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $13M in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Principle Wealth Partners held 74,709 shares of Procter & Gamble worth $11M as of Q2 2026.
- Principle Wealth Partners bought 576 Procter & Gamble shares in Q2 2026, an estimated $83.8K.
- Procter & Gamble made up 0.54% of Principle Wealth Partners's portfolio in Q2 2026, its #39 holding.
- Principle Wealth Partners first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
- Principle Wealth Partners's Procter & Gamble position peaked at $13M in Q3 2024.
- 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.