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

Summit Wealth 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	$1M	Sell	6,832 -795	-10%	-$116K	0.2%	52
2026 Q1	$1.1M	Sell	7,627 -100	-1%	-$15.2K	0.25%	48
2025 Q4	$1.11M	Buy	7,727 +171	+2%	+$25.2K	0.26%	46
2025 Q3	$1.16M	Sell	7,556 -14	-0.2%	-$2.19K	0.28%	44
2025 Q2	$1.21M	Buy	7,570 +133	+2%	+$21.7K	0.31%	45
2025 Q1	$1.27M	Buy	7,437 +752	+11%	+$126K	0.37%	39
2024 Q4	$1.12M	Hold	6,685	–	–	0.32%	42
2024 Q3	$1.16M	Hold	6,685	–	–	0.33%	41
2024 Q2	$1.1M	Buy	+6,685	New	+$1.09M	0.33%	40
2023 Q3	–	Sell	-7,312	Closed	-$1.11M	–	62
2023 Q2	$1.11M	Buy	7,312 +7,265	+15,457%	+$1.09M	0.45%	32
2023 Q1	$7K	Buy	+47	New	+$6.72K	0.17%	47
2021 Q4	–	Sell	-7,439	Closed	-$1.04M	–	45
2021 Q3	$1.04M	Buy	+7,439	New	+$1.05M	1.64%	12
2021 Q1	–	Sell	-7,276	Closed	-$1.01M	–	204
2020 Q4	$1.01M	Hold	7,276	–	–	0.63%	24
2020 Q3	$1.01M	Hold	7,276	–	–	0.88%	16
2020 Q2	$870K	Buy	7,276 +120	+2%	+$14K	0.8%	15
2020 Q1	$787K	Hold	7,156	–	–	0.8%	14
2019 Q4	$894K	Buy	+7,156	New	+$876K	0.84%	14

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Summit Wealth Group reduced its Procter & Gamble (PG) stake by 10% in Q2 2026, selling an estimated $116K and leaving 6,832 shares worth $1M. The position accounts for 0.2% of the portfolio, ranked #52.

Summit Wealth Group first reported a position in PG in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.27M in Q1 2025. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Summit Wealth Group held 6,832 shares of Procter & Gamble worth $1M as of Q2 2026.
Summit Wealth Group sold 795 Procter & Gamble shares in Q2 2026, an estimated $116K.
Procter & Gamble made up 0.2% of Summit Wealth Group's portfolio in Q2 2026, its #52 holding.
Summit Wealth Group first reported a position in Procter & Gamble in Q4 2019 and has held it in 17 quarters since.
Summit Wealth Group's Procter & Gamble position peaked at $1.27M in Q1 2025.
4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.