Red Mountain Financial’s Procter & Gamble PG Stock Holding History

Red Mountain Financial’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	$342K	Buy	2,334 +3	+0.1%	+$437	0.29%	59
2026 Q1	$337K	Buy	2,331 +3	+0.1%	+$455	0.32%	52
2025 Q4	$334K	Buy	2,328 +4	+0.2%	+$590	0.33%	50
2025 Q3	$357K	Buy	2,324 +3	+0.1%	+$469	0.36%	48
2025 Q2	$370K	Buy	2,321 +3	+0.1%	+$490	0.41%	44
2025 Q1	$395K	Buy	2,318 +157	+7%	+$26.3K	0.48%	40
2024 Q4	$362K	Sell	2,161 -12	-0.6%	-$2.04K	0.39%	40
2024 Q3	$376K	Sell	2,173 -268	-11%	-$45.5K	0.4%	40
2024 Q2	$403K	Buy	+2,441	New	+$399K	0.49%	40
2023 Q4	$357K	Buy	+2,439	New	+$361K	0.55%	43

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 $3.38T AUM 44.17% 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

Red Mountain Financial's PG Position: Q2 2026 in Review

Red Mountain Financial increased its Procter & Gamble (PG) stake by 0.13% in Q2 2026, buying an estimated $437 and bringing the position to 2,334 shares worth $342K. The position accounts for 0.29% of the portfolio, ranked #59.

Red Mountain Financial first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $403K in Q2 2024. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Red Mountain Financial held 2,334 shares of Procter & Gamble worth $342K as of Q2 2026.
Red Mountain Financial bought 3 Procter & Gamble shares in Q2 2026, an estimated $437.
Procter & Gamble made up 0.29% of Red Mountain Financial's portfolio in Q2 2026, its #59 holding.
Red Mountain Financial first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
Red Mountain Financial's Procter & Gamble position peaked at $403K in Q2 2024.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.