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Sound View Wealth Advisors Group’s Procter & Gamble PG Stock Holding History

Sound View Wealth Advisors Group’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 		$12M Buy
81,681
+3,171
+4% +$462K 0.74% 36
2026
Q1 		$11.3M Sell
78,510
-1,770
-2% -$268K 0.77% 36
2025
Q4 		$11.5M Sell
80,280
-3,334
-4% -$492K 0.77% 34
2025
Q3 		$12.8M Sell
83,614
-2,919
-3% -$456K 0.88% 31
2025
Q2 		$13.8M Buy
86,533
+1,749
+2% +$285K 1.02% 26
2025
Q1 		$14.4M Sell
84,784
-5,718
-6% -$958K 1.19% 20
2024
Q4 		$15.2M Buy
90,502
+1,106
+1% +$188K 1.22% 20
2024
Q3 		$15.5M Buy
89,396
+7,236
+9% +$1.23M 1.26% 19
2024
Q2 		$13.5M Sell
82,160
-1,400
-2% -$229K 1.4% 17
2024
Q1 		$13.6M Sell
83,560
-5,478
-6% -$859K 1.45% 15
2023
Q4 		$13M Sell
89,038
-1,720
-2% -$255K 1.44% 13
2023
Q3 		$13.2M Buy
90,758
+8,232
+10% +$1.26M 1.65% 13
2023
Q2 		$12.5M Sell
82,526
-6,576
-7% -$991K 1.64% 13
2023
Q1 		$13.2M Buy
89,102
+64
+0.1% +$9.15K 1.82% 9
2022
Q4 		$13M Buy
89,038
+34,167
+62% +$4.79M 1.44% 13
2022
Q3 		$6.93M Sell
54,871
-1,503
-3% -$214K 1.55% 13
2022
Q2 		$8.11M Buy
56,374
+354
+0.6% +$53.2K 1.7% 11
2022
Q1 		$8.56M Buy
56,020
+2,591
+5% +$405K 1.63% 13
2021
Q4 		$8.74M Buy
53,429
+91
+0.2% +$13.5K 1.65% 13
2021
Q3 		$7.46M Sell
53,338
-2,094
-4% -$297K 1.56% 14
2021
Q2 		$7.48M Sell
55,432
-1,546
-3% -$209K 1.57% 14
2021
Q1 		$7.72M Buy
56,978
+80
+0.1% +$10.4K 1.8% 11
2020
Q4 		$7.92M Buy
56,898
+41
+0.1% +$5.73K 1.93% 8
2020
Q3 		$7.9M Sell
56,857
-347
-0.6% -$46.1K 2.08% 7
2020
Q2 		$6.84M Buy
57,204
+2,287
+4% +$267K 1.93% 9
2020
Q1 		$6.04M Buy
54,917
+93
+0.2% +$11.2K 2.09% 7
2019
Q4 		$6.85M Sell
54,824
-15,246
-22% -$1.87M 1.93% 6
2019
Q3 		$8.71M Sell
70,070
-12,513
-15% -$1.48M 2.6% 2
2019
Q2 		$9.05M Buy
+82,583
New +$8.8M 2.68% 2

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

Sound View Wealth Advisors Group's PG Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Procter & Gamble (PG) stake by 4% in Q2 2026, buying an estimated $462K and bringing the position to 81,681 shares worth $12M. The position accounts for 0.74% of the portfolio, ranked #36.

Sound View Wealth Advisors Group first reported a position in PG in Q2 2019 and has held it in 29 quarters since. The position peaked at $15.5M in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sound View Wealth Advisors Group held 81,681 shares of Procter & Gamble worth $12M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 3,171 Procter & Gamble shares in Q2 2026, an estimated $462K.
  • Procter & Gamble made up 0.74% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #36 holding.
  • Sound View Wealth Advisors Group first reported a position in Procter & Gamble in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Procter & Gamble position peaked at $15.5M in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.