VanWeelden Wealth Management’s Procter & Gamble PG Stock Holding History

VanWeelden Wealth Management’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	$1.37M	Sell	9,369 -598	-6%	-$87K	1.02%	11
2026 Q1	$1.44M	Sell	9,967 -499	-5%	-$75.6K	1.15%	19
2025 Q4	$1.5M	Sell	10,466 -182	-2%	-$26.8K	1.18%	12
2025 Q3	$1.64M	Buy	+10,648	New	+$1.66M	1.35%	10
2025 Q1	$2.09M	Buy	12,254 +1,605	+15%	+$269K	1.86%	9
2024 Q4	$1.79M	Buy	+10,649	New	+$1.81M	1.61%	12
2024 Q2	$1.83M	Buy	+11,512	New	+$1.88M	1.57%	10

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VanWeelden Wealth Management's PG Position: Q2 2026 in Review

VanWeelden Wealth Management reduced its Procter & Gamble (PG) stake by 6% in Q2 2026, selling an estimated $87K and leaving 9,369 shares worth $1.37M. The position accounts for 1.02% of the portfolio, ranked #11.

VanWeelden Wealth Management first reported a position in PG in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.09M in Q1 2025. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

VanWeelden Wealth Management held 9,369 shares of Procter & Gamble worth $1.37M as of Q2 2026.
VanWeelden Wealth Management sold 598 Procter & Gamble shares in Q2 2026, an estimated $87K.
Procter & Gamble made up 1.02% of VanWeelden Wealth Management's portfolio in Q2 2026, its #11 holding.
VanWeelden Wealth Management first reported a position in Procter & Gamble in Q2 2024 and has held it in 7 quarters since.
VanWeelden Wealth Management's Procter & Gamble position peaked at $2.09M in Q1 2025.
4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on VanWeelden Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.