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Wealth Advisory Team’s Procter & Gamble PG Stock Holding History

Wealth Advisory Team’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 		$799K Buy
+5,450
New +$793K 0.65% 24
2025
Q4 		$832K Buy
+5,804
New +$856K 0.74% 20
2025
Q2 		$914K Buy
+5,737
New +$936K 0.85% 20

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Wealth Advisory Team's PG Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Procter & Gamble (PG) in Q2 2026: 5,450 shares worth $799K. The stake represents 0.65% of the portfolio and ranks #24 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in PG as recently as Q4 2025.

Wealth Advisory Team first reported a position in PG in Q2 2025 and has held it in 3 quarters since. The position peaked at $914K in Q2 2025. 2,971 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wealth Advisory Team held 5,450 shares of Procter & Gamble worth $799K as of Q2 2026.
  • Procter & Gamble was a new Wealth Advisory Team position in Q2 2026.
  • Procter & Gamble made up 0.65% of Wealth Advisory Team's portfolio in Q2 2026, its #24 holding.
  • Wealth Advisory Team first reported a position in Procter & Gamble in Q2 2025 and has held it in 3 quarters since.
  • Wealth Advisory Team's Procter & Gamble position peaked at $914K in Q2 2025.
  • 2,971 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.