Waldron Private Wealth’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.67M | Buy |
25,030
+477
| +2% | +$69.4K | 0.13% | 69 |
|
|
2026
Q1 | $3.55M | Sell |
24,553
-811
| -3% | -$123K | 0.14% | 70 |
|
|
2025
Q4 | $3.63M | Buy |
25,364
+318
| +1% | +$46.9K | 0.14% | 67 |
|
|
2025
Q3 | $3.85M | Sell |
25,046
-985
| -4% | -$154K | 0.16% | 65 |
|
|
2025
Q2 | $4.15M | Sell |
26,031
-755
| -3% | -$123K | 0.18% | 62 |
|
|
2025
Q1 | $4.56M | Sell |
26,786
-15,731
| -37% | -$2.63M | 0.22% | 59 |
|
|
2024
Q4 | $7.13M | Buy |
42,517
+180
| +0.4% | +$30.7K | 0.29% | 50 |
|
|
2024
Q3 | $7.33M | Buy |
42,337
+582
| +1% | +$98.8K | 0.3% | 47 |
|
|
2024
Q2 | $6.89M | Sell |
41,755
-171
| -0.4% | -$28K | 0.31% | 46 |
|
|
2024
Q1 | $6.8M | Buy |
41,926
+7
| +0% | +$1.1K | 0.31% | 45 |
|
|
2023
Q4 | $6.14M | Sell |
41,919
-731
| -2% | -$108K | 0.29% | 50 |
|
|
2023
Q3 | $6.22M | Buy |
42,650
+181
| +0.4% | +$27.6K | 0.32% | 47 |
|
|
2023
Q2 | $6.44M | Sell |
42,469
-564
| -1% | -$85K | 0.32% | 45 |
|
|
2023
Q1 | $6.4M | Buy |
43,033
+5,314
| +14% | +$760K | 0.31% | 43 |
|
|
2022
Q4 | $4.76M | Hold |
37,719
| – | – | 0.3% | 52 |
|
|
2022
Q3 | $4.76M | Buy |
37,719
+2,764
| +8% | +$393K | 0.3% | 52 |
|
|
2022
Q2 | $5.03M | Buy |
34,955
+1,598
| +5% | +$240K | 0.28% | 55 |
|
|
2022
Q1 | $5.1M | Buy |
33,357
+1,119
| +3% | +$175K | 0.26% | 60 |
|
|
2021
Q4 | $5.27M | Sell |
32,238
-103
| -0.3% | -$15.3K | 0.26% | 60 |
|
|
2021
Q3 | $4.52M | Buy |
32,341
+5,374
| +20% | +$762K | 0.26% | 58 |
|
|
2021
Q2 | $3.64M | Buy |
26,967
+285
| +1% | +$38.6K | 0.23% | 67 |
|
|
2021
Q1 | $3.61M | Sell |
26,682
-204
| -0.8% | -$26.6K | 0.25% | 60 |
|
|
2020
Q4 | $3.74M | Sell |
26,886
-929
| -3% | -$130K | 0.28% | 52 |
|
|
2020
Q3 | $3.87M | Buy |
27,815
+1,338
| +5% | +$178K | 0.33% | 48 |
|
|
2020
Q2 | $3.17M | Buy |
26,477
+258
| +1% | +$30.1K | 0.28% | 56 |
|
|
2020
Q1 | $2.88M | Buy |
26,219
+773
| +3% | +$92.8K | 0.31% | 58 |
|
|
2019
Q4 | $3.18M | Buy |
25,446
+60
| +0.2% | +$7.34K | 0.28% | 53 |
|
|
2019
Q3 | $3.16M | Buy |
25,386
+7,786
| +44% | +$920K | 0.32% | 54 |
|
|
2019
Q2 | $1.93M | Sell |
17,600
-1,492
| -8% | -$159K | 0.21% | 55 |
|
|
2019
Q1 | $1.99M | Buy |
19,092
+2,174
| +13% | +$212K | 0.22% | 56 |
|
|
2018
Q4 | $1.55M | Buy |
16,918
+3,748
| +28% | +$335K | 0.22% | 50 |
|
|
2018
Q3 | $1.1M | Buy |
13,170
+1,126
| +9% | +$92.1K | 0.21% | 48 |
|
|
2018
Q2 | $940K | Sell |
12,044
-2,955
| -20% | -$222K | 0.2% | 51 |
|
|
2018
Q1 | $1.19M | Sell |
14,999
-50
| -0.3% | -$4.17K | 0.27% | 39 |
|
|
2017
Q4 | $1.38M | Buy |
15,049
+5,327
| +55% | +$479K | 0.33% | 35 |
|
|
2017
Q3 | $884K | Buy |
9,722
+2,200
| +29% | +$200K | 0.25% | 43 |
|
|
2017
Q2 | $655K | Sell |
7,522
-6,679
| -47% | -$589K | 0.21% | 47 |
|
|
2017
Q1 | $1.27M | Buy |
14,201
+6,383
| +82% | +$566K | 0.32% | 44 |
|
|
2016
Q4 | $657K | Buy |
7,818
+575
| +8% | +$49K | 0.23% | 51 |
|
|
2016
Q3 | $650K | Sell |
7,243
-30
| -0.4% | -$2.61K | 0.24% | 47 |
|
|
2016
Q2 | $615K | Sell |
7,273
-37
| -0.5% | -$3.04K | 0.23% | 52 |
|
|
2016
Q1 | $601K | Buy |
7,310
+537
| +8% | +$43.3K | 0.23% | 53 |
|
|
2015
Q4 | $537K | Sell |
6,773
-1,208
| -15% | -$92.3K | 0.2% | 62 |
|
|
2015
Q3 | $574K | Buy |
7,981
+1,981
| +33% | +$149K | 0.25% | 39 |
|
|
2015
Q2 | $469K | Buy |
6,000
+1,464
| +32% | +$118K | 0.19% | 45 |
|
|
2015
Q1 | $372K | Buy |
4,536
+375
| +9% | +$32.2K | 0.15% | 57 |
|
|
2014
Q4 | $379K | Hold |
4,161
| – | – | 0.16% | 49 |
|
|
2014
Q3 | $348K | Buy |
4,161
+159
| +4% | +$13K | 0.17% | 53 |
|
|
2014
Q2 | $315K | Buy |
4,002
+350
| +10% | +$28.2K | 0.15% | 69 |
|
|
2014
Q1 | $294K | Hold |
3,652
| – | – | 0.14% | 71 |
|
|
2013
Q4 | $297K | Buy |
+3,652
| New | +$298K | 0.14% | 72 |
|
Other funds holding PG
Waldron Private Wealth's PG Position: Q2 2026 in Review
Waldron Private Wealth increased its Procter & Gamble (PG) stake by 1.9% in Q2 2026, buying an estimated $69.4K and bringing the position to 25,030 shares worth $3.67M. The position accounts for 0.13% of the portfolio, ranked #69.
Waldron Private Wealth first reported a position in PG in Q4 2013 and has held it in 51 quarters since. The position peaked at $7.33M in Q3 2024. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Waldron Private Wealth held 25,030 shares of Procter & Gamble worth $3.67M as of Q2 2026.
- Waldron Private Wealth bought 477 Procter & Gamble shares in Q2 2026, an estimated $69.4K.
- Procter & Gamble made up 0.13% of Waldron Private Wealth's portfolio in Q2 2026, its #69 holding.
- Waldron Private Wealth first reported a position in Procter & Gamble in Q4 2013 and has held it in 51 quarters since.
- Waldron Private Wealth's Procter & Gamble position peaked at $7.33M in Q3 2024.
- 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.