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Warren Street Wealth Advisors’s Procter & Gamble PG Stock Holding History

Warren Street 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 		$314K Buy
2,140
+449
+27% +$65.4K 0.07% 100
2026
Q1 		$244K Buy
1,691
+162
+11% +$24.6K 0.06% 107
2025
Q4 		$219K Sell
1,529
-1,189
-44% -$175K 0.06% 108
2025
Q3 		$418K Sell
2,718
-700
-20% -$109K 0.12% 76
2025
Q2 		$545K Buy
3,418
+75
+2% +$12.2K 0.18% 60
2025
Q1 		$570K Sell
3,343
-357
-10% -$59.8K 0.22% 54
2024
Q4 		$620K Buy
3,700
+433
+13% +$73.7K 0.25% 49
2024
Q3 		$566K Buy
3,267
+14
+0.4% +$2.38K 0.23% 50
2024
Q2 		$536K Sell
3,253
-819
-20% -$134K 0.27% 47
2024
Q1 		$661K Buy
4,072
+530
+15% +$83.1K 0.33% 41
2023
Q4 		$519K Sell
3,542
-492
-12% -$72.9K 0.29% 46
2023
Q3 		$588K Buy
4,034
+526
+15% +$80.3K 0.39% 35
2023
Q2 		$532K Buy
3,508
+262
+8% +$39.5K 0.35% 38
2023
Q1 		$483K Buy
3,246
+210
+7% +$30K 0.34% 39
2022
Q4 		$460K Buy
3,036
+754
+33% +$106K 0.37% 34
2022
Q3 		$288K Buy
2,282
+457
+25% +$64.9K 0.29% 42
2022
Q2 		$262K Sell
1,825
-194
-10% -$29.2K 0.25% 44
2022
Q1 		$309K Sell
2,019
-59
-3% -$9.23K 0.27% 41
2021
Q4 		$340K Buy
+2,078
New +$309K 0.31% 39

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Warren Street Wealth Advisors's PG Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Procter & Gamble (PG) stake by 27% in Q2 2026, buying an estimated $65.4K and bringing the position to 2,140 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #100.

Warren Street Wealth Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $661K in Q1 2024. 1,795 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Warren Street Wealth Advisors held 2,140 shares of Procter & Gamble worth $314K as of Q2 2026.
  • Warren Street Wealth Advisors bought 449 Procter & Gamble shares in Q2 2026, an estimated $65.4K.
  • Procter & Gamble made up 0.07% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Warren Street Wealth Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Warren Street Wealth Advisors's Procter & Gamble position peaked at $661K in Q1 2024.
  • 1,795 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.