SSW
PG icon

Stone Summit Wealth’s Procter & Gamble PG Stock Holding History

Stone Summit 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
Q3 		$409K Sell
2,814
-418
-13% -$61.3K 0.11% 102
2026
Q2 		$474K Sell
3,232
-60
-2% -$8.73K 0.12% 98
2026
Q1 		$475K Sell
3,292
-145
-4% -$22K 0.13% 95
2025
Q4 		$493K Sell
3,437
-33
-1% -$4.87K 0.13% 101
2025
Q3 		$533K Buy
3,470
+655
+23% +$102K 0.15% 95
2025
Q2 		$448K Sell
2,815
-215
-7% -$35.1K 0.14% 108
2025
Q1 		$516K Sell
3,030
-300
-9% -$50.2K 0.17% 96
2024
Q4 		$558K Sell
3,330
-450
-12% -$76.6K 0.19% 91
2024
Q3 		$655K Sell
3,780
-174
-4% -$29.5K 0.21% 85
2024
Q2 		$652K Sell
3,954
-359
-8% -$58.7K 0.23% 80
2024
Q1 		$700K Sell
4,313
-1
-0% -$157 0.24% 81
2023
Q4 		$632K Hold
4,314
– – 0.24% 88
2023
Q3 		$629K Sell
4,314
-200
-4% -$30.5K 0.27% 85
2023
Q2 		$685K Buy
4,514
+200
+5% +$30.1K 0.28% 83
2023
Q1 		$641K Sell
4,314
-250
-5% -$35.7K 0.29% 80
2022
Q4 		$692K Buy
4,564
+590
+15% +$82.7K 0.34% 77
2022
Q3 		$502K Hold
3,974
– – 0.31% 82
2022
Q2 		$571K Buy
3,974
+1,800
+83% +$271K 0.34% 73
2022
Q1 		$338K Buy
2,174
+106
+5% +$16.6K 0.19% 109
2021
Q4 		$338K Buy
+2,068
New +$307K 0.27% 90

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Stone Summit Wealth's PG Position: Q3 2026 in Review

Stone Summit Wealth reduced its Procter & Gamble (PG) stake by 13% in Q3 2026, selling an estimated $61.3K and leaving 2,814 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #102.

Stone Summit Wealth first reported a position in PG in Q4 2021 and has held it in 20 quarters since. The position peaked at $700K in Q1 2024. 909 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Stone Summit Wealth held 2,814 shares of Procter & Gamble worth $409K as of Q3 2026.
  • Stone Summit Wealth sold 418 Procter & Gamble shares in Q3 2026, an estimated $61.3K.
  • Procter & Gamble made up 0.11% of Stone Summit Wealth's portfolio in Q3 2026, its #102 holding.
  • Stone Summit Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Procter & Gamble position peaked at $700K in Q1 2024.
  • 909 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.