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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
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% -$9.53K 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 		$1.27M 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

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

Tower View Wealth Management's PG Position: Q2 2026 in Review

Tower View Wealth Management reduced its Procter & Gamble (PG) stake by 56% in Q2 2026, selling an estimated $175K and leaving 946 shares worth $139K. The position accounts for 0.06% of the portfolio, ranked #75.

Tower View Wealth Management first reported a position in PG in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.08M in Q1 2021. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Tower View Wealth Management held 946 shares of Procter & Gamble worth $139K as of Q2 2026.
  • Tower View Wealth Management sold 1,201 Procter & Gamble shares in Q2 2026, an estimated $175K.
  • Procter & Gamble made up 0.06% of Tower View Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Tower View Wealth Management first reported a position in Procter & Gamble in Q1 2020 and has held it in 26 quarters since.
  • Tower View Wealth Management's Procter & Gamble position peaked at $3.08M in Q1 2021.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.