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

Semus 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 		$640K Sell
4,366
-86
-2% -$12.5K 0.31% 58
2026
Q1 		$643K Buy
4,452
+23
+0.5% +$3.49K 0.36% 51
2025
Q4 		$635K Buy
4,429
+28
+0.6% +$4.13K 0.34% 53
2025
Q3 		$676K Sell
4,401
-75
-2% -$11.7K 0.38% 49
2025
Q2 		$713K Sell
4,476
-76
-2% -$12.4K 0.46% 47
2025
Q1 		$776K Sell
4,552
-3
-0.1% -$502 0.54% 43
2024
Q4 		$764K Sell
4,555
-170
-4% -$29K 0.51% 44
2024
Q3 		$818K Sell
4,725
-541
-10% -$91.8K 0.57% 38
2024
Q2 		$868K Sell
5,266
-224
-4% -$36.6K 0.67% 32
2024
Q1 		$891K Sell
5,490
-364
-6% -$57.1K 0.75% 30
2023
Q4 		$858K Sell
5,854
-83
-1% -$12.3K 0.7% 30
2023
Q3 		$866K Buy
5,937
+19
+0.3% +$2.9K 0.81% 29
2023
Q2 		$898K Sell
5,918
-39
-0.7% -$5.88K 0.82% 25
2023
Q1 		$886K Sell
5,957
-383
-6% -$54.7K 0.95% 21
2022
Q4 		$961K Buy
+6,340
New +$889K 1.17% 15

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

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

Semus Wealth Partners reduced its Procter & Gamble (PG) stake by 1.9% in Q2 2026, selling an estimated $12.5K and leaving 4,366 shares worth $640K. The position accounts for 0.31% of the portfolio, ranked #58.

Semus Wealth Partners first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $961K in Q4 2022. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Semus Wealth Partners held 4,366 shares of Procter & Gamble worth $640K as of Q2 2026.
  • Semus Wealth Partners sold 86 Procter & Gamble shares in Q2 2026, an estimated $12.5K.
  • Procter & Gamble made up 0.31% of Semus Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Semus Wealth Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's Procter & Gamble position peaked at $961K in Q4 2022.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.