Tower View Wealth Management
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Tower View Wealth Management’s Procter & Gamble PG Stock Holding History

Tower View Wealth Management’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
Q3 		$108K Sell
744
-202
-21% -$29.6K 0.05% 80
2026
Q2 		$139K Sell
946
-1,201
-56% -$175K 0.06% 75
2026
Q1 		$310K Sell
2,147
-1,943
-48% -$295K 0.16% 58
2025
Q4 		$586K Sell
4,090
-1,994
-33% -$294K 0.29% 47
2025
Q3 		$935K Sell
6,084
-224
-4% -$35K 0.48% 37
2025
Q2 		$1M Sell
6,308
-245
-4% -$40K 0.52% 39
2025
Q1 		$1.12M Sell
6,553
-186
-3% -$31.2K 0.65% 41
2024
Q4 		$1.13M Sell
6,739
-709
-10% -$121K 0.6% 45
2024
Q3 		$1.29M Sell
7,448
-931
-11% -$158K 0.71% 43
2024
Q2 		$1.38M Sell
8,379
-271
-3% -$44.3K 0.79% 42
2024
Q1 		$1.4M Buy
8,650
+457
+6% +$71.7K 0.82% 42
2023
Q4 		$1.2M Buy
8,193
+39
+0.5% +$5.78K 0.74% 41
2023
Q3 		$1.19M Buy
8,154
+352
+5% +$53.8K 0.84% 41
2023
Q2 		$1.18M Sell
7,802
-450
-5% -$67.8K 0.8% 41
2023
Q1 		$1.23M Sell
8,252
-268
-3% -$38.3K 0.82% 43
2022
Q4 		$1.29M Sell
8,520
-68
-0.8% -$9.5K 0.9% 44
2022
Q3 		$1.08M Buy
8,588
+37
+0.4% +$5.26K 0.82% 45
2022
Q2 		$1.23M Sell
8,551
-7
-0.1% -$1.05K 0.9% 43
2022
Q1 		$1.31M Buy
8,558
+146
+2% +$22.8K 0.7% 48
2021
Q4 		$1.38M Sell
8,412
-724
-8% -$107K 0.7% 52
2021
Q3 		$1.28M Sell
9,136
-310
-3% -$43.9K 0.71% 52
2021
Q2 		$1.28M Sell
9,446
-13,305
-58% -$1.8M 0.65% 58
2021
Q1 		$3.08M Buy
22,751
+640
+3% +$83.5K 1.69% 25
2020
Q4 		$3.08M Buy
22,111
+496
+2% +$69.3K 1.75% 26
2020
Q3 		$3M Buy
21,615
+734
+4% +$97.4K 1.96% 21
2020
Q2 		$2.5M Buy
20,881
+10,116
+94% +$1.18M 1.83% 25
2020
Q1 		$1.18M Buy
+10,765
New +$1.29M 1.07% 41

Other funds holding PG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Tower View Wealth Management's PG Position: Q3 2026 in Review

Tower View Wealth Management reduced its Procter & Gamble (PG) stake by 21% in Q3 2026, selling an estimated $29.6K and leaving 744 shares worth $108K. The position accounts for 0.05% of the portfolio, ranked #80.

Tower View Wealth Management first reported a position in PG in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.08M in Q1 2021. 2,487 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Tower View Wealth Management held 744 shares of Procter & Gamble worth $108K as of Q3 2026.
  • Tower View Wealth Management sold 202 Procter & Gamble shares in Q3 2026, an estimated $29.6K.
  • Procter & Gamble made up 0.05% of Tower View Wealth Management's portfolio in Q3 2026, its #80 holding.
  • Tower View Wealth Management first reported a position in Procter & Gamble in Q1 2020 and has held it in 27 quarters since.
  • Tower View Wealth Management's Procter & Gamble position peaked at $3.08M in Q1 2021.
  • 2,487 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.