WWM
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Walser Wealth Management’s Procter & Gamble PG Stock Holding History

Walser 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 		$930K Buy
6,345
+4,003
+171% +$583K 0.39% 60
2026
Q1 		$338K Sell
2,342
-1,178
-33% -$179K 0.15% 114
2025
Q4 		$504K Buy
+3,520
New +$519K 0.27% 63

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

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

Walser Wealth Management increased its Procter & Gamble (PG) stake by 171% in Q2 2026, buying an estimated $583K and bringing the position to 6,345 shares worth $930K. The position accounts for 0.39% of the portfolio, ranked #60.

Walser Wealth Management first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Walser Wealth Management held 6,345 shares of Procter & Gamble worth $930K as of Q2 2026.
  • Walser Wealth Management bought 4,003 Procter & Gamble shares in Q2 2026, an estimated $583K.
  • Procter & Gamble made up 0.39% of Walser Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Walser Wealth Management first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.