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Twin Peaks Wealth Advisors’s Procter & Gamble PG Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$314K Buy
2,177
+51
+2% +$7.73K 0.08% 134
2025
Q4 		$334K Buy
2,126
+128
+6% +$18.9K 0.1% 132
2025
Q3 		$307K Sell
1,998
-83
-4% -$13K 0.1% 129
2025
Q2 		$323K Sell
2,081
-165
-7% -$26.9K 0.1% 121
2025
Q1 		$378K Buy
2,246
+139
+7% +$23.3K 0.17% 100
2024
Q4 		$353K Buy
2,107
+52
+3% +$8.86K 0.15% 103
2024
Q3 		$356K Buy
2,055
+78
+4% +$13.2K 0.16% 91
2024
Q2 		$326K Buy
1,977
+213
+12% +$34.8K 0.16% 94
2024
Q1 		$286K Buy
1,764
+212
+14% +$33.2K 0.16% 106
2023
Q4 		$227K Buy
+1,552
New +$230K 0.15% 109

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Twin Peaks Wealth Advisors's PG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its Procter & Gamble (PG) stake by 2.4% in Q1 2026, buying an estimated $7.73K and bringing the position to 2,177 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #134.

Twin Peaks Wealth Advisors first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $378K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 2,177 shares of Procter & Gamble worth $314K as of Q1 2026.
  • Twin Peaks Wealth Advisors bought 51 Procter & Gamble shares in Q1 2026, an estimated $7.73K.
  • Procter & Gamble made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #134 holding.
  • Twin Peaks Wealth Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Twin Peaks Wealth Advisors's Procter & Gamble position peaked at $378K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.