RMR Wealth Builders
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RMR Wealth Builders’s Procter & Gamble PG Stock Holding History

RMR Wealth Builders’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
Q3 		$933K Sell
6,423
-88
-1% -$12.9K 0.05% 135
2026
Q2 		$955K Buy
6,511
+1,744
+37% +$254K 0.06% 136
2026
Q1 		$689K Sell
4,767
-12,909
-73% -$1.96M 0.05% 144
2025
Q4 		$2.53M Buy
17,676
+1,421
+9% +$210K 0.2% 72
2025
Q3 		$2.5M Sell
16,255
-70
-0.4% -$10.9K 0.21% 62
2025
Q2 		$2.6M Buy
16,325
+1,895
+13% +$309K 0.24% 55
2025
Q1 		$2.46M Buy
14,430
+1,346
+10% +$225K 0.26% 49
2024
Q4 		$2.19M Buy
13,084
+909
+7% +$155K 0.23% 59
2024
Q3 		$2.11M Buy
12,175
+183
+2% +$31.1K 0.22% 57
2024
Q2 		$1.98M Buy
11,992
+883
+8% +$144K 0.23% 56
2024
Q1 		$1.8M Buy
11,109
+1,769
+19% +$277K 0.22% 56
2023
Q4 		$1.37M Buy
9,340
+613
+7% +$90.8K 0.19% 64
2023
Q3 		$1.27M Buy
8,727
+2,971
+52% +$454K 0.2% 58
2023
Q2 		$873K Buy
5,756
+3
+0.1% +$452 0.15% 69
2023
Q1 		$855K Buy
5,753
+225
+4% +$32.2K 0.16% 71
2022
Q4 		$838K Buy
5,528
+15
+0.3% +$2.1K 0.19% 66
2022
Q3 		$696K Sell
5,513
-68
-1% -$9.7K 0.17% 70
2022
Q2 		$802K Buy
5,581
+1,530
+38% +$230K 0.2% 72
2022
Q1 		$619K Buy
4,051
+1,010
+33% +$158K 0.13% 105
2021
Q4 		$497K Buy
3,041
+463
+18% +$68.7K 0.14% 67
2021
Q3 		$360K Sell
2,578
-619
-19% -$87.7K 0.11% 120
2021
Q2 		$431K Sell
3,197
-1,007
-24% -$136K 0.14% 107
2021
Q1 		$569K Buy
4,204
+2,177
+107% +$284K 0.15% 92
2020
Q4 		$282K Sell
2,027
-4,211
-68% -$589K 0.14% 115
2020
Q3 		$867K Buy
6,238
+4,794
+332% +$636K 0.23% 74
2020
Q2 		$173K Buy
+1,444
New +$168K 0.15% 124
2019
Q4 		$173K Buy
+1,387
New +$170K 0.17% 126

Other funds holding PG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

RMR Wealth Builders's PG Position: Q3 2026 in Review

RMR Wealth Builders reduced its Procter & Gamble (PG) stake by 1.4% in Q3 2026, selling an estimated $12.9K and leaving 6,423 shares worth $933K. The position accounts for 0.05% of the portfolio, ranked #135.

RMR Wealth Builders first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.6M in Q2 2025. 3,574 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • RMR Wealth Builders held 6,423 shares of Procter & Gamble worth $933K as of Q3 2026.
  • RMR Wealth Builders sold 88 Procter & Gamble shares in Q3 2026, an estimated $12.9K.
  • Procter & Gamble made up 0.05% of RMR Wealth Builders's portfolio in Q3 2026, its #135 holding.
  • RMR Wealth Builders first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • RMR Wealth Builders's Procter & Gamble position peaked at $2.6M in Q2 2025.
  • 3,574 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.