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Wealth Alliance’s Procter & Gamble PG Stock Holding History

Wealth Alliance’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 		$3.54M Sell
24,152
-831
-3% -$121K 0.3% 63
2026
Q1 		$3.61M Sell
24,983
-651
-3% -$98.7K 0.36% 59
2025
Q4 		$3.67M Buy
25,634
+486
+2% +$71.7K 0.36% 49
2025
Q3 		$3.86M Sell
25,148
-479
-2% -$74.8K 0.4% 40
2025
Q2 		$4.08M Buy
25,627
+473
+2% +$77.2K 0.46% 40
2025
Q1 		$4.29M Buy
25,154
+1,100
+5% +$184K 0.52% 31
2024
Q4 		$4.03M Sell
24,054
-1,691
-7% -$288K 0.48% 30
2024
Q3 		$4.46M Sell
25,745
-781
-3% -$133K 0.53% 27
2024
Q2 		$4.37M Sell
26,526
-2,750
-9% -$450K 0.56% 25
2024
Q1 		$4.75M Buy
29,276
+552
+2% +$86.6K 0.62% 23
2023
Q4 		$4.21M Sell
28,724
-77
-0.3% -$11.4K 0.59% 24
2023
Q3 		$4.2M Sell
28,801
-123
-0.4% -$18.8K 0.66% 20
2023
Q2 		$4.39M Buy
28,924
+507
+2% +$76.4K 0.66% 21
2023
Q1 		$4.23M Sell
28,417
-386
-1% -$55.2K 0.68% 20
2022
Q4 		$4.37M Buy
28,803
+1,455
+5% +$204K 0.78% 16
2022
Q3 		$3.45M Buy
27,348
+463
+2% +$65.8K 0.68% 20
2022
Q2 		$3.87M Buy
26,885
+19,821
+281% +$2.98M 0.74% 18
2022
Q1 		$1.08M Sell
7,064
-803
-10% -$126K 0.22% 103
2021
Q4 		$1.29M Buy
7,867
+1,016
+15% +$151K 0.26% 85
2021
Q3 		$958K Buy
6,851
+451
+7% +$63.9K 0.22% 104
2021
Q2 		$864K Buy
6,400
+1,244
+24% +$168K 0.2% 117
2021
Q1 		$699K Buy
5,156
+580
+13% +$75.7K 0.2% 126
2020
Q4 		$637K Buy
4,576
+29
+0.6% +$4.05K 0.19% 135
2020
Q3 		$632K Sell
4,547
-243
-5% -$32.3K 0.23% 116
2020
Q2 		$573K Sell
4,790
-497
-9% -$58K 0.23% 115
2020
Q1 		$582K Buy
+5,287
New +$635K 0.31% 95

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

Wealth Alliance's PG Position: Q2 2026 in Review

Wealth Alliance reduced its Procter & Gamble (PG) stake by 3.3% in Q2 2026, selling an estimated $121K and leaving 24,152 shares worth $3.54M. The position accounts for 0.3% of the portfolio, ranked #63.

Wealth Alliance first reported a position in PG in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.75M in Q1 2024. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wealth Alliance held 24,152 shares of Procter & Gamble worth $3.54M as of Q2 2026.
  • Wealth Alliance sold 831 Procter & Gamble shares in Q2 2026, an estimated $121K.
  • Procter & Gamble made up 0.3% of Wealth Alliance's portfolio in Q2 2026, its #63 holding.
  • Wealth Alliance first reported a position in Procter & Gamble in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's Procter & Gamble position peaked at $4.75M in Q1 2024.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.