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W.H. Cornerstone Investments’s Procter & Gamble PG Stock Holding History

W.H. Cornerstone Investments’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 		$1.56M Sell
10,630
-1,474
-12% -$215K 0.88% 21
2026
Q1 		$1.75M Sell
12,104
-1,725
-12% -$262K 1.09% 20
2025
Q4 		$1.98M Sell
13,829
-839
-6% -$124K 1.19% 18
2025
Q3 		$2.25M Buy
14,668
+176
+1% +$27.5K 1.37% 17
2025
Q2 		$2.31M Buy
14,492
+5,140
+55% +$839K 1.46% 16
2025
Q1 		$1.59M Sell
9,352
-832
-8% -$139K 1.1% 18
2024
Q4 		$1.71M Sell
10,184
-411
-4% -$70K 1.14% 16
2024
Q3 		$1.83M Buy
10,595
+680
+7% +$115K 1.24% 15
2024
Q2 		$1.64M Buy
9,915
+1,356
+16% +$222K 1.16% 15
2024
Q1 		$1.39M Buy
8,559
+48
+0.6% +$7.53K 1% 19
2023
Q4 		$1.25M Buy
8,511
+1,074
+14% +$159K 0.99% 27
2023
Q3 		$1.08M Buy
7,437
+3
+0% +$458 0.95% 30
2023
Q2 		$1.13M Sell
7,434
-728
-9% -$110K 1.01% 32
2023
Q1 		$1.21M Sell
8,162
-38
-0.5% -$5.43K 1.1% 24
2022
Q4 		$1.24M Sell
8,200
-685
-8% -$96K 1.18% 22
2022
Q3 		$1.1M Buy
+8,885
New +$1.26M 1.16% 23

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

W.H. Cornerstone Investments's PG Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its Procter & Gamble (PG) stake by 12% in Q2 2026, selling an estimated $215K and leaving 10,630 shares worth $1.56M. The position accounts for 0.88% of the portfolio, ranked #21.

W.H. Cornerstone Investments first reported a position in PG in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.31M in Q2 2025. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • W.H. Cornerstone Investments held 10,630 shares of Procter & Gamble worth $1.56M as of Q2 2026.
  • W.H. Cornerstone Investments sold 1,474 Procter & Gamble shares in Q2 2026, an estimated $215K.
  • Procter & Gamble made up 0.88% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #21 holding.
  • W.H. Cornerstone Investments first reported a position in Procter & Gamble in Q3 2022 and has held it in 16 quarters since.
  • W.H. Cornerstone Investments's Procter & Gamble position peaked at $2.31M in Q2 2025.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.