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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
Q2 		$351K Buy
2,393
+216
+10% +$31.4K 0.08% 143
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 $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

Twin Peaks Wealth Advisors's PG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Procter & Gamble (PG) stake by 9.9% in Q2 2026, buying an estimated $31.4K and bringing the position to 2,393 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #143.

Twin Peaks Wealth Advisors first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $378K in Q1 2025. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Twin Peaks Wealth Advisors held 2,393 shares of Procter & Gamble worth $351K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 216 Procter & Gamble shares in Q2 2026, an estimated $31.4K.
  • Procter & Gamble made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • Twin Peaks Wealth Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Twin Peaks Wealth Advisors's Procter & Gamble position peaked at $378K in Q1 2025.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.