Towerpoint Wealth
PG icon

Towerpoint Wealth’s Procter & Gamble PG Stock Holding History

Towerpoint 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
Q3 		$936K Buy
+4,100
New +$601K 0.33% 53

Other funds holding PG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Towerpoint Wealth's PG Position: Q3 2026 in Review

Towerpoint Wealth reduced its Procter & Gamble (PG) stake by 1.7% in Q3 2026, selling an estimated $16.9K and leaving 6,656 shares worth $967K. The position accounts for 0.34% of the portfolio, ranked #52.

Towerpoint Wealth first reported a position in PG in Q4 2017 and has held it in 36 quarters since. The position peaked at $1.52M in Q3 2024. 3,574 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Towerpoint Wealth held 6,656 shares of Procter & Gamble worth $967K as of Q3 2026.
  • Towerpoint Wealth sold 115 Procter & Gamble shares in Q3 2026, an estimated $16.9K.
  • Procter & Gamble made up 0.34% of Towerpoint Wealth's portfolio in Q3 2026, its #52 holding.
  • Towerpoint Wealth first reported a position in Procter & Gamble in Q4 2017 and has held it in 36 quarters since.
  • Towerpoint Wealth's Procter & Gamble position peaked at $1.52M in Q3 2024.
  • 3,574 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.