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

Summit Wealth Partners’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 		$8.04M Buy
54,853
+384
+0.7% +$55.9K 1.15% 25
2026
Q1 		$7.87M Buy
54,469
+3,257
+6% +$494K 1.25% 22
2025
Q4 		$7.34M Buy
51,212
+257
+0.5% +$37.9K 1.36% 21
2025
Q3 		$7.83M Buy
50,955
+336
+0.7% +$52.5K 1.41% 20
2025
Q2 		$8.06M Sell
50,619
-23,954
-32% -$3.91M 1.54% 20
2025
Q1 		$12.7M Sell
74,573
-15,919
-18% -$2.67M 2.58% 10
2024
Q4 		$15.2M Buy
90,492
+87,783
+3,240% +$15M 3.12% 9
2024
Q3 		$469K Buy
2,709
+6
+0.2% +$1.02K 0.09% 141
2024
Q2 		$446K Sell
2,703
-756
-22% -$124K 0.09% 143
2024
Q1 		$561K Buy
3,459
+5
+0.1% +$784 0.12% 120
2023
Q4 		$506K Buy
3,454
+7
+0.2% +$1.04K 0.12% 120
2023
Q3 		$503K Sell
3,447
-595
-15% -$90.9K 0.13% 107
2023
Q2 		$613K Buy
4,042
+10
+0.2% +$1.51K 0.15% 93
2023
Q1 		$600K Sell
4,032
-169
-4% -$24.2K 0.15% 93
2022
Q4 		$637K Buy
4,201
+11
+0.3% +$1.54K 0.17% 90
2022
Q3 		$529K Buy
4,190
+189
+5% +$26.8K 0.15% 82
2022
Q2 		$575K Buy
4,001
+10
+0.3% +$1.5K 0.15% 80
2022
Q1 		$610K Sell
3,991
-143
-3% -$22.4K 0.14% 83
2021
Q4 		$676K Buy
4,134
+130
+3% +$19.3K 0.15% 78
2021
Q3 		$560K Sell
4,004
-573
-13% -$81.2K 0.13% 84
2021
Q2 		$618K Sell
4,577
-100
-2% -$13.5K 0.15% 81
2021
Q1 		$633K Buy
4,677
+5
+0.1% +$652 0.16% 78
2020
Q4 		$650K Buy
4,672
+5
+0.1% +$699 0.18% 74
2020
Q3 		$649K Buy
4,667
+1,417
+44% +$188K 0.2% 74
2020
Q2 		$389K Buy
3,250
+106
+3% +$12.4K 0.13% 100
2020
Q1 		$346K Buy
3,144
+5
+0.2% +$600 0.14% 78
2019
Q4 		$392K Buy
+3,139
New +$384K 0.14% 78

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 Partners's PG Position: Q2 2026 in Review

Summit Wealth Partners increased its Procter & Gamble (PG) stake by 0.7% in Q2 2026, buying an estimated $55.9K and bringing the position to 54,853 shares worth $8.04M. The position accounts for 1.15% of the portfolio, ranked #25.

Summit Wealth Partners first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.2M in Q4 2024. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Summit Wealth Partners held 54,853 shares of Procter & Gamble worth $8.04M as of Q2 2026.
  • Summit Wealth Partners bought 384 Procter & Gamble shares in Q2 2026, an estimated $55.9K.
  • Procter & Gamble made up 1.15% of Summit Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Summit Wealth Partners first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's Procter & Gamble position peaked at $15.2M in Q4 2024.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.