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Summit Wealth Group (Colorado)’s Procter & Gamble PG Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.27M Buy
8,640
+4,728
+121% +$688K 0.1% 112
2026
Q1 		$565K Buy
3,912
+2,426
+163% +$368K 0.06% 165
2025
Q4 		$213K Sell
1,486
-41,205
-97% -$6.08M 0.03% 260
2025
Q3 		$2.67M Buy
42,691
+40,906
+2,292% +$6.39M 0.28% 67
2025
Q2 		$284K Buy
+1,785
New +$291K 0.07% 188

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

Summit Wealth Group (Colorado)'s PG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Procter & Gamble (PG) stake by 121% in Q2 2026, buying an estimated $688K and bringing the position to 8,640 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #112.

Summit Wealth Group (Colorado) first reported a position in PG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.67M in Q3 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Summit Wealth Group (Colorado) held 8,640 shares of Procter & Gamble worth $1.27M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 4,728 Procter & Gamble shares in Q2 2026, an estimated $688K.
  • Procter & Gamble made up 0.1% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #112 holding.
  • Summit Wealth Group (Colorado) first reported a position in Procter & Gamble in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Procter & Gamble position peaked at $2.67M in Q3 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.