Waterfront Wealth
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Waterfront Wealth’s Procter & Gamble PG Stock Holding History

Waterfront Wealth’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
Q3 		$1.72M Sell
10,804
-524
-5% -$76.8K 0.27% 111
2026
Q2 		$1.67M Buy
11,328
+662
+6% +$96.4K 0.26% 110
2026
Q1 		$1.54M Buy
10,666
+105
+1% +$15.9K 0.28% 111
2025
Q4 		$1.58M Buy
10,561
+101
+1% +$14.9K 0.3% 101
2025
Q3 		$1.59M Buy
10,460
+8,759
+515% +$1.37M 0.33% 90
2025
Q2 		$271K Buy
1,701
+38
+2% +$6.2K 0.06% 234
2025
Q1 		$283K Sell
1,663
-151
-8% -$25.3K 0.07% 220
2024
Q4 		$304K Sell
1,814
-85
-4% -$14.5K 0.07% 217
2024
Q3 		$320K Buy
1,899
+172
+10% +$29.2K 0.08% 212
2024
Q2 		$285K Sell
1,727
-242
-12% -$39.6K 0.08% 207
2024
Q1 		$321K Sell
1,969
-380
-16% -$59.6K 0.09% 194
2023
Q4 		$344K Sell
2,349
-39
-2% -$5.78K 0.1% 183
2023
Q3 		$354K Buy
2,388
+13
+0.5% +$1.99K 0.12% 180
2023
Q2 		$363K Buy
2,375
+1
+0% +$151 0.11% 185
2023
Q1 		$353K Sell
2,374
-8
-0.3% -$1.14K 0.12% 188
2022
Q4 		$335K Sell
2,382
-1
-0% -$140 0.12% 191
2022
Q3 		$316K Buy
2,383
+639
+37% +$90.8K 0.12% 188
2022
Q2 		$251K Buy
1,744
+257
+17% +$38.6K 0.1% 202
2022
Q1 		$237K Hold
1,487
– – 0.08% 220
2021
Q4 		$243K Buy
+1,487
New +$221K 0.1% 196

Other funds holding PG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Waterfront Wealth's PG Position: Q3 2026 in Review

Waterfront Wealth reduced its Procter & Gamble (PG) stake by 4.6% in Q3 2026, selling an estimated $76.8K and leaving 10,804 shares worth $1.72M. The position accounts for 0.27% of the portfolio, ranked #111.

Waterfront Wealth first reported a position in PG in Q4 2021 and has held it in 20 quarters since. 2,830 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Waterfront Wealth held 10,804 shares of Procter & Gamble worth $1.72M as of Q3 2026.
  • Waterfront Wealth sold 524 Procter & Gamble shares in Q3 2026, an estimated $76.8K.
  • Procter & Gamble made up 0.27% of Waterfront Wealth's portfolio in Q3 2026, its #111 holding.
  • Waterfront Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 20 quarters since.
  • 2,830 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.