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SkyOak Wealth’s Procter & Gamble PG Stock Holding History

SkyOak Wealth’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 		$3.71M Sell
25,298
-745
-3% -$108K 0.61% 42
2026
Q1 		$3.76M Sell
26,043
-231
-0.9% -$35K 0.69% 38
2025
Q4 		$3.77M Sell
26,274
-213
-0.8% -$31.4K 0.68% 40
2025
Q3 		$4.07M Sell
26,487
-419
-2% -$65.4K 0.77% 37
2025
Q2 		$4.29M Sell
26,906
-1
-0% -$163 0.86% 31
2025
Q1 		$4.59M Buy
26,907
+1,195
+5% +$200K 1% 27
2024
Q4 		$4.31M Sell
25,712
-637
-2% -$108K 0.92% 31
2024
Q3 		$4.56M Sell
26,349
-72
-0.3% -$12.2K 1.01% 25
2024
Q2 		$4.36M Sell
26,421
-375
-1% -$61.3K 1.02% 26
2024
Q1 		$4.35M Sell
26,796
-180
-0.7% -$28.2K 1.04% 22
2023
Q4 		$3.95M Sell
26,976
-26
-0.1% -$3.85K 1.03% 24
2023
Q3 		$3.94M Sell
27,002
-309
-1% -$47.2K 1.15% 22
2023
Q2 		$4.14M Sell
27,311
-552
-2% -$83.2K 1.17% 20
2023
Q1 		$4.14M Sell
27,863
-112
-0.4% -$16K 1.26% 20
2022
Q4 		$4.24M Sell
27,975
-20
-0.1% -$2.8K 1.43% 17
2022
Q3 		$3.53M Sell
27,995
-400
-1% -$56.8K 1.27% 22
2022
Q2 		$4.08M Sell
28,395
-281
-1% -$42.2K 1.39% 16
2022
Q1 		$4.38M Sell
28,676
-84
-0.3% -$13.1K 1.22% 20
2021
Q4 		$4.71M Sell
28,760
-94
-0.3% -$14K 1.2% 23
2021
Q3 		$4.03M Buy
28,854
+105
+0.4% +$14.9K 1.09% 26
2021
Q2 		$3.88M Sell
28,749
-123
-0.4% -$16.6K 1.04% 27
2021
Q1 		$3.79M Buy
28,872
+90
+0.3% +$11.7K 1.06% 25
2020
Q4 		$4M Buy
28,782
+91
+0.3% +$12.7K 1.25% 19
2020
Q3 		$3.99M Sell
28,691
-706
-2% -$93.7K 1.43% 15
2020
Q2 		$3.52M Buy
29,397
+1,590
+6% +$185K 1.3% 17
2020
Q1 		$3.06M Sell
27,807
-521
-2% -$62.5K 1.56% 10
2019
Q4 		$3.54M Buy
+28,328
New +$3.47M 1.1% 21

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

SkyOak Wealth's PG Position: Q2 2026 in Review

SkyOak Wealth reduced its Procter & Gamble (PG) stake by 2.9% in Q2 2026, selling an estimated $108K and leaving 25,298 shares worth $3.71M. The position accounts for 0.61% of the portfolio, ranked #42.

SkyOak Wealth first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.71M in Q4 2021. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • SkyOak Wealth held 25,298 shares of Procter & Gamble worth $3.71M as of Q2 2026.
  • SkyOak Wealth sold 745 Procter & Gamble shares in Q2 2026, an estimated $108K.
  • Procter & Gamble made up 0.61% of SkyOak Wealth's portfolio in Q2 2026, its #42 holding.
  • SkyOak Wealth first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's Procter & Gamble position peaked at $4.71M in Q4 2021.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.