RPWA
PG icon

Regent Peak Wealth Advisors’s Procter & Gamble PG Stock Holding History

Regent Peak Wealth Advisors’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 		$1.48M Buy
10,068
+509
+5% +$74.1K 0.27% 51
2026
Q1 		$1.38M Sell
9,559
-212
-2% -$32.1K 0.28% 45
2025
Q4 		$1.4M Sell
9,771
-457
-4% -$67.4K 0.28% 43
2025
Q3 		$1.57M Buy
+10,228
New +$1.6M 0.31% 41
2025
Q1 		$1.83M Sell
10,747
-316
-3% -$52.9K 0.43% 31
2024
Q4 		$1.85M Buy
11,063
+139
+1% +$23.7K 0.42% 31
2024
Q3 		$1.89M Sell
10,924
-437
-4% -$74.2K 0.43% 48
2024
Q2 		$1.87M Sell
11,361
-1,004
-8% -$164K 0.43% 52
2024
Q1 		$2.01M Buy
12,365
+197
+2% +$30.9K 0.51% 46
2023
Q4 		$1.78M Sell
12,168
-153
-1% -$22.7K 0.48% 44
2023
Q3 		$1.8M Sell
12,321
-807
-6% -$123K 0.55% 44
2023
Q2 		$1.99M Sell
13,128
-1,781
-12% -$268K 0.58% 43
2023
Q1 		$2.22M Sell
14,909
-728
-5% -$104K 0.69% 40
2022
Q4 		$2.37M Sell
15,637
-566
-3% -$79.3K 0.78% 33
2022
Q3 		$2.04M Sell
16,203
-492
-3% -$69.9K 0.72% 31
2022
Q2 		$2.4M Sell
16,695
-723
-4% -$109K 0.78% 29
2022
Q1 		$2.66M Sell
17,418
-508
-3% -$79.5K 0.76% 25
2021
Q4 		$2.93M Buy
17,926
+113
+0.6% +$16.8K 0.8% 22
2021
Q3 		$2.49M Buy
17,813
+141
+0.8% +$20K 0.71% 27
2021
Q2 		$2.51M Buy
17,672
+439
+3% +$59.4K 0.7% 28
2021
Q1 		$2.33M Buy
17,233
+236
+1% +$30.8K 0.77% 26
2020
Q4 		$2.37M Buy
16,997
+531
+3% +$74.2K 0.79% 23
2020
Q3 		$2.29M Buy
16,466
+76
+0.5% +$10.1K 0.97% 21
2020
Q2 		$1.96M Buy
16,390
+2,435
+17% +$284K 0.89% 22
2020
Q1 		$1.53M Buy
13,955
+420
+3% +$50.4K 0.85% 23
2019
Q4 		$1.69M Buy
+13,535
New +$1.66M 0.77% 23

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Regent Peak Wealth Advisors's PG Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Procter & Gamble (PG) stake by 5.3% in Q2 2026, buying an estimated $74.1K and bringing the position to 10,068 shares worth $1.48M. The position accounts for 0.27% of the portfolio, ranked #51.

Regent Peak Wealth Advisors first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.93M in Q4 2021. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Regent Peak Wealth Advisors held 10,068 shares of Procter & Gamble worth $1.48M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 509 Procter & Gamble shares in Q2 2026, an estimated $74.1K.
  • Procter & Gamble made up 0.27% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Regent Peak Wealth Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Procter & Gamble position peaked at $2.93M in Q4 2021.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.