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Ridgecrest Wealth Partners’s Procter & Gamble PG Stock Holding History

Ridgecrest Wealth Partners’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 		$3.3M Sell
22,493
-105
-0.5% -$15.3K 1.59% 14
2026
Q1 		$3.26M Buy
22,598
+419
+2% +$63.5K 1.8% 13
2025
Q4 		$3.18M Sell
22,179
-8,850
-29% -$1.3M 1.72% 13
2025
Q3 		$4.77M Sell
31,029
-200
-0.6% -$31.2K 2.16% 11
2025
Q2 		$4.98M Sell
31,229
-154
-0.5% -$25.1K 2.63% 9
2025
Q1 		$5.35M Sell
31,383
-9
-0% -$1.51K 2.8% 11
2024
Q4 		$5.26M Sell
31,392
-1,210
-4% -$206K 2.85% 10
2024
Q3 		$5.65M Buy
32,602
+8
+0% +$1.36K 2.94% 11
2024
Q2 		$5.38M Buy
32,594
+267
+0.8% +$43.6K 3.24% 9
2024
Q1 		$5.25M Hold
32,327
– – 3.12% 10
2023
Q4 		$4.74M Sell
32,327
-4
-0% -$592 3.13% 9
2023
Q3 		$4.72M Sell
32,331
-500
-2% -$76.4K 3.31% 10
2023
Q2 		$4.98M Buy
32,831
+198
+0.6% +$29.8K 3.29% 10
2023
Q1 		$4.85M Sell
32,633
-82
-0.3% -$11.7K 3.46% 8
2022
Q4 		$4.96M Hold
32,715
– – 3.77% 7
2022
Q3 		$4.13M Buy
32,715
+1,077
+3% +$153K 3.37% 7
2022
Q2 		$4.55M Buy
31,638
+229
+0.7% +$34.4K 3.31% 7
2022
Q1 		$4.8M Sell
31,409
-200
-0.6% -$31.3K 3.05% 8
2021
Q4 		$5.17M Buy
31,609
+1,250
+4% +$186K 2.52% 9
2021
Q3 		$4.24M Buy
30,359
+3,969
+15% +$563K 2.31% 13
2021
Q2 		$3.56M Buy
26,390
+2,075
+9% +$281K 2.22% 14
2021
Q1 		$3.29M Buy
+24,315
New +$3.17M 3.14% 6

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

Ridgecrest Wealth Partners's PG Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its Procter & Gamble (PG) stake by 0.46% in Q2 2026, selling an estimated $15.3K and leaving 22,493 shares worth $3.3M. The position accounts for 1.59% of the portfolio, ranked #14.

Ridgecrest Wealth Partners first reported a position in PG in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.65M in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Ridgecrest Wealth Partners held 22,493 shares of Procter & Gamble worth $3.3M as of Q2 2026.
  • Ridgecrest Wealth Partners sold 105 Procter & Gamble shares in Q2 2026, an estimated $15.3K.
  • Procter & Gamble made up 1.59% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Ridgecrest Wealth Partners first reported a position in Procter & Gamble in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's Procter & Gamble position peaked at $5.65M in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.