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Three Bridge Wealth Advisors’s Procter & Gamble PG Stock Holding History

Three Bridge Wealth Advisors’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 		$951K Sell
6,488
-21
-0.3% -$3.06K 0.24% 42
2026
Q1 		$940K Buy
6,509
+3,006
+86% +$456K 0.26% 40
2025
Q4 		$502K Sell
3,503
-20
-0.6% -$2.95K 0.13% 59
2025
Q3 		$541K Sell
3,523
-652
-16% -$102K 0.14% 59
2025
Q2 		$665K Buy
4,175
+1,470
+54% +$240K 0.18% 56
2025
Q1 		$461K Buy
2,705
+81
+3% +$13.6K 0.16% 62
2024
Q4 		$440K Buy
2,624
+413
+19% +$70.3K 0.15% 66
2024
Q3 		$383K Sell
2,211
-884
-29% -$150K 0.14% 65
2024
Q2 		$510K Sell
3,095
-501
-14% -$81.9K 0.2% 58
2024
Q1 		$583K Sell
3,596
-308
-8% -$48.3K 0.23% 59
2023
Q4 		$572K Sell
3,904
-249
-6% -$36.9K 0.2% 55
2023
Q3 		$606K Sell
4,153
-34
-0.8% -$5.19K 0.25% 57
2023
Q2 		$635K Sell
4,187
-278
-6% -$41.9K 0.27% 57
2023
Q1 		$664K Buy
4,465
+777
+21% +$111K 0.31% 51
2022
Q4 		$559K Sell
3,688
-33
-0.9% -$4.63K 0.3% 52
2022
Q3 		$470K Sell
3,721
-124
-3% -$17.6K 0.24% 55
2022
Q2 		$553K Sell
3,845
-338
-8% -$50.8K 0.27% 56
2022
Q1 		$639K Buy
+4,183
New +$654K 0.18% 54

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

Three Bridge Wealth Advisors's PG Position: Q2 2026 in Review

Three Bridge Wealth Advisors reduced its Procter & Gamble (PG) stake by 0.32% in Q2 2026, selling an estimated $3.06K and leaving 6,488 shares worth $951K. The position accounts for 0.24% of the portfolio, ranked #42.

Three Bridge Wealth Advisors first reported a position in PG in Q1 2022 and has held it in 18 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Three Bridge Wealth Advisors held 6,488 shares of Procter & Gamble worth $951K as of Q2 2026.
  • Three Bridge Wealth Advisors sold 21 Procter & Gamble shares in Q2 2026, an estimated $3.06K.
  • Procter & Gamble made up 0.24% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Three Bridge Wealth Advisors first reported a position in Procter & Gamble in Q1 2022 and has held it in 18 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.