True Wealth Design
PG icon

True Wealth Design’s Procter & Gamble PG Stock Holding History

True Wealth Design’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 		$341K Buy
2,345
+573
+32% +$84K 0.08% 63
2026
Q2 		$260K Sell
1,772
-58
-3% -$8.44K 0.06% 81
2026
Q1 		$264K Buy
1,830
+1,095
+149% +$166K 0.07% 67
2025
Q4 		$105K Sell
735
-837
-53% -$123K 0.03% 180
2025
Q3 		$241K Buy
1,572
+455
+41% +$71.1K 0.07% 56
2025
Q2 		$178K Buy
1,117
+47
+4% +$7.67K 0.06% 59
2025
Q1 		$182K Buy
1,070
+82
+8% +$13.7K 0.07% 40
2024
Q4 		$166K Buy
988
+30
+3% +$5.11K 0.06% 34
2024
Q3 		$166K Buy
958
+14
+1% +$2.38K 0.06% 34
2024
Q2 		$156K Buy
944
+8
+0.9% +$1.31K 0.04% 122
2024
Q1 		$152K Buy
936
+172
+23% +$27K 0.04% 124
2023
Q4 		$112K Hold
764
– – 0.03% 131
2023
Q3 		$111K Sell
764
-78
-9% -$11.9K 0.04% 126
2023
Q2 		$128K Hold
842
– – 0.05% 122
2023
Q1 		$125K Buy
842
+78
+10% +$11.2K 0.05% 128
2022
Q4 		$116K Buy
+764
New +$107K 0.05% 121

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

True Wealth Design's PG Position: Q3 2026 in Review

True Wealth Design increased its Procter & Gamble (PG) stake by 32% in Q3 2026, buying an estimated $84K and bringing the position to 2,345 shares worth $341K. The position accounts for 0.08% of the portfolio, ranked #63.

True Wealth Design first reported a position in PG in Q4 2022 and has held it in 16 quarters since. 2,642 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • True Wealth Design held 2,345 shares of Procter & Gamble worth $341K as of Q3 2026.
  • True Wealth Design bought 573 Procter & Gamble shares in Q3 2026, an estimated $84K.
  • Procter & Gamble made up 0.08% of True Wealth Design's portfolio in Q3 2026, its #63 holding.
  • True Wealth Design first reported a position in Procter & Gamble in Q4 2022 and has held it in 16 quarters since.
  • 2,642 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

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