PUREfi Wealth’s Procter & Gamble PG Stock Holding History

PUREfi Wealth’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	$266K	Sell	1,829 -2,821	-61%	-$413K	0.12%	195
2026 Q2	$682K	Buy	4,650 +178	+4%	+$25.9K	0.37%	65
2026 Q1	$646K	Sell	4,472 -2,210	-33%	-$335K	0.42%	57
2025 Q4	$958K	Buy	6,682 +23	+0.3%	+$3.39K	0.73%	33
2025 Q3	$1.02M	Buy	6,659 +580	+10%	+$90.6K	0.79%	32
2025 Q2	$969K	Buy	6,079 +970	+19%	+$158K	0.77%	29
2025 Q1	$871K	Buy	5,109 +1,848	+57%	+$310K	0.87%	25
2024 Q4	$547K	Buy	+3,261	New	+$555K	0.53%	43

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

PUREfi Wealth's PG Position: Q3 2026 in Review

PUREfi Wealth reduced its Procter & Gamble (PG) stake by 61% in Q3 2026, selling an estimated $413K and leaving 1,829 shares worth $266K. The position accounts for 0.12% of the portfolio, ranked #195.

PUREfi Wealth first reported a position in PG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q3 2025. 2,729 funds tracked by Wall St. Rank hold PG as of Q3 2026.

PUREfi Wealth held 1,829 shares of Procter & Gamble worth $266K as of Q3 2026.
PUREfi Wealth sold 2,821 Procter & Gamble shares in Q3 2026, an estimated $413K.
Procter & Gamble made up 0.12% of PUREfi Wealth's portfolio in Q3 2026, its #195 holding.
PUREfi Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's Procter & Gamble position peaked at $1.02M in Q3 2025.
2,729 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.