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Rialto Wealth Management’s Procter & Gamble PG Stock Holding History

Rialto Wealth Management’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 		$248K Buy
1,692
+68
+4% +$9.9K 0.05% 154
2026
Q1 		$235K Buy
1,624
+45
+3% +$6.82K 0.05% 143
2025
Q4 		$226K Buy
1,579
+240
+18% +$35.4K 0.05% 151
2025
Q3 		$206K Buy
1,339
+28
+2% +$4.37K 0.05% 149
2025
Q2 		$209K Buy
1,311
+7
+0.5% +$1.14K 0.06% 147
2025
Q1 		$222K Buy
1,304
+26
+2% +$4.36K 0.07% 141
2024
Q4 		$214K Buy
+1,278
New +$218K 0.07% 147

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

Rialto Wealth Management's PG Position: Q2 2026 in Review

Rialto Wealth Management increased its Procter & Gamble (PG) stake by 4.2% in Q2 2026, buying an estimated $9.9K and bringing the position to 1,692 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #154.

Rialto Wealth Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Rialto Wealth Management held 1,692 shares of Procter & Gamble worth $248K as of Q2 2026.
  • Rialto Wealth Management bought 68 Procter & Gamble shares in Q2 2026, an estimated $9.9K.
  • Procter & Gamble made up 0.05% of Rialto Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Rialto Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.