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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
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

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

Stone Summit Wealth's PG Position: Q2 2026 in Review

Stone Summit Wealth reduced its Procter & Gamble (PG) stake by 1.8% in Q2 2026, selling an estimated $8.73K and leaving 3,232 shares worth $474K. The position accounts for 0.12% of the portfolio, ranked #98.

Stone Summit Wealth first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $700K in Q1 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Stone Summit Wealth held 3,232 shares of Procter & Gamble worth $474K as of Q2 2026.
  • Stone Summit Wealth sold 60 Procter & Gamble shares in Q2 2026, an estimated $8.73K.
  • Procter & Gamble made up 0.12% of Stone Summit Wealth's portfolio in Q2 2026, its #98 holding.
  • Stone Summit Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's Procter & Gamble position peaked at $700K in Q1 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.