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Triad Wealth Partners’s Procter & Gamble PG Stock Holding History

Triad Wealth Partners’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 		$1.78M Buy
12,269
+1,321
+12% +$192K 0.1% 133
2026
Q1 		$1.58M Buy
10,948
+3,255
+42% +$493K 0.13% 123
2025
Q4 		$1.1M Sell
7,693
-1
-0% -$147 0.1% 143
2025
Q3 		$1.18M Buy
7,694
+1,071
+16% +$167K 0.15% 103
2025
Q2 		$1.06M Buy
6,623
+1,047
+19% +$171K 0.21% 83
2025
Q1 		$950K Buy
5,576
+1,638
+42% +$274K 0.3% 59
2024
Q4 		$660K Buy
+3,938
New +$671K 0.24% 71
2024
Q3 		– Sell
-2,794
Closed -$461K – 661
2024
Q2 		$461K Buy
2,794
+588
+27% +$96.1K 0.24% 40
2024
Q1 		$358K Buy
+2,206
New +$346K 0.27% 37

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

Triad Wealth Partners's PG Position: Q2 2026 in Review

Triad Wealth Partners increased its Procter & Gamble (PG) stake by 12% in Q2 2026, buying an estimated $192K and bringing the position to 12,269 shares worth $1.78M. The position accounts for 0.1% of the portfolio, ranked #133.

Triad Wealth Partners first reported a position in PG in Q1 2024 and has held it in 9 quarters since. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Triad Wealth Partners held 12,269 shares of Procter & Gamble worth $1.78M as of Q2 2026.
  • Triad Wealth Partners bought 1,321 Procter & Gamble shares in Q2 2026, an estimated $192K.
  • Procter & Gamble made up 0.1% of Triad Wealth Partners's portfolio in Q2 2026, its #133 holding.
  • Triad Wealth Partners first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.