Ridgeline Wealth Planning’s Procter & Gamble PG Stock Holding History

Ridgeline Wealth Planning’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	$680K	Buy	4,640 +133	+3%	+$19.4K	0.43%	26
2026 Q1	$651K	Buy	4,507 +223	+5%	+$33.8K	0.48%	27
2025 Q4	$614K	Sell	4,284 -686	-14%	-$101K	0.44%	27
2025 Q3	$764K	Buy	4,970 +1,237	+33%	+$193K	0.57%	19
2025 Q2	$595K	Buy	3,733 +136	+4%	+$22.2K	0.49%	21
2025 Q1	$613K	Buy	3,597 +132	+4%	+$22.1K	0.6%	17
2024 Q4	$581K	Buy	+3,465	New	+$590K	0.56%	19

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ridgeline Wealth Planning's PG Position: Q2 2026 in Review

Ridgeline Wealth Planning increased its Procter & Gamble (PG) stake by 3% in Q2 2026, buying an estimated $19.4K and bringing the position to 4,640 shares worth $680K. The position accounts for 0.43% of the portfolio, ranked #26.

Ridgeline Wealth Planning first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $764K in Q3 2025. 2,091 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Ridgeline Wealth Planning held 4,640 shares of Procter & Gamble worth $680K as of Q2 2026.
Ridgeline Wealth Planning bought 133 Procter & Gamble shares in Q2 2026, an estimated $19.4K.
Procter & Gamble made up 0.43% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #26 holding.
Ridgeline Wealth Planning first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth Planning's Procter & Gamble position peaked at $764K in Q3 2025.
2,091 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.