TVPW
PG icon

Third View Private Wealth’s Procter & Gamble PG Stock Holding History

Third View Private 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 		$2.68M Sell
18,257
-1,338
-7% -$195K 0.33% 74
2026
Q1 		$2.83M Buy
19,595
+1,128
+6% +$171K 0.39% 67
2025
Q4 		$2.65M Buy
+18,467
New +$2.72M 0.36% 71

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Third View Private Wealth's PG Position: Q2 2026 in Review

Third View Private Wealth reduced its Procter & Gamble (PG) stake by 6.8% in Q2 2026, selling an estimated $195K and leaving 18,257 shares worth $2.68M. The position accounts for 0.33% of the portfolio, ranked #74.

Third View Private Wealth first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.83M in Q1 2026. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Third View Private Wealth held 18,257 shares of Procter & Gamble worth $2.68M as of Q2 2026.
  • Third View Private Wealth sold 1,338 Procter & Gamble shares in Q2 2026, an estimated $195K.
  • Procter & Gamble made up 0.33% of Third View Private Wealth's portfolio in Q2 2026, its #74 holding.
  • Third View Private Wealth first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Procter & Gamble position peaked at $2.83M in Q1 2026.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.