TW
PG icon

TritonPoint Wealth’s Procter & Gamble PG Stock Holding History

TritonPoint 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
Q2 		$3.81M Sell
25,996
-243
-0.9% -$35.4K 0.37% 66
2026
Q1 		$3.79M Sell
26,239
-852
-3% -$129K 0.41% 63
2025
Q4 		$3.88M Sell
27,091
-4,820
-15% -$711K 0.39% 63
2025
Q3 		$4.9M Buy
31,911
+134
+0.4% +$20.9K 0.42% 62
2025
Q2 		$5.06M Buy
31,777
+368
+1% +$60.1K 0.47% 55
2025
Q1 		$5.35M Sell
31,409
-740
-2% -$124K 0.51% 50
2024
Q4 		$5.39M Sell
32,149
-1,434
-4% -$244K 0.49% 55
2024
Q3 		$5.83M Sell
33,583
-1,585
-5% -$269K 0.53% 53
2024
Q2 		$5.8M Sell
35,168
-2,070
-6% -$338K 0.56% 51
2024
Q1 		$5.41M Sell
37,238
-2,426
-6% -$380K 0.57% 52
2023
Q4 		$5.81M Buy
+39,664
New +$5.87M 0.57% 52

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

TritonPoint Wealth's PG Position: Q2 2026 in Review

TritonPoint Wealth reduced its Procter & Gamble (PG) stake by 0.93% in Q2 2026, selling an estimated $35.4K and leaving 25,996 shares worth $3.81M. The position accounts for 0.37% of the portfolio, ranked #66.

TritonPoint Wealth first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.83M in Q3 2024. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • TritonPoint Wealth held 25,996 shares of Procter & Gamble worth $3.81M as of Q2 2026.
  • TritonPoint Wealth sold 243 Procter & Gamble shares in Q2 2026, an estimated $35.4K.
  • Procter & Gamble made up 0.37% of TritonPoint Wealth's portfolio in Q2 2026, its #66 holding.
  • TritonPoint Wealth first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Procter & Gamble position peaked at $5.83M in Q3 2024.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.