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Wealth Dimensions Group’s Procter & Gamble PG Stock Holding History

Wealth Dimensions Group’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 		$29.9M Sell
203,926
-508
-0.2% -$73.9K 5.36% 4
2026
Q1 		$29.5M Sell
204,434
-1,013
-0.5% -$154K 5.81% 4
2025
Q4 		$29.4M Buy
205,447
+27,955
+16% +$4.12M 5.84% 4
2025
Q3 		$27.3M Sell
177,492
-390
-0.2% -$60.9K 5.61% 4
2025
Q2 		$28.3M Buy
177,882
+11,759
+7% +$1.92M 6.25% 3
2025
Q1 		$28.3M Sell
166,123
-1,240
-0.7% -$208K 6.76% 3
2024
Q4 		$28.1M Sell
167,363
-1,375
-0.8% -$234K 6.87% 3
2024
Q3 		$29.2M Buy
168,738
+4,065
+2% +$690K 7.4% 3
2024
Q2 		$27.2M Buy
164,673
+11,247
+7% +$1.84M 7.74% 3
2024
Q1 		$24.9M Sell
153,426
-1,631
-1% -$256K 7.35% 3
2023
Q4 		$22.7M Sell
155,057
-1,777
-1% -$263K 7.2% 2
2023
Q3 		$22.9M Buy
156,834
+13,280
+9% +$2.03M 8.3% 2
2023
Q2 		$21.8M Buy
143,554
+1,951
+1% +$294K 7.93% 2
2023
Q1 		$21.1M Sell
141,603
-2,344
-2% -$335K 8.15% 2
2022
Q4 		$21.8M Buy
143,947
+5,556
+4% +$779K 8.91% 2
2022
Q3 		$17.5M Buy
138,391
+233
+0.2% +$33.1K 8.64% 2
2022
Q2 		$19.9M Buy
138,158
+2,004
+1% +$301K 9.43% 2
2022
Q1 		$20.8M Buy
136,154
+21,223
+18% +$3.32M 9.63% 1
2021
Q4 		$18.8M Sell
114,931
-653
-0.6% -$97K 9.21% 2
2021
Q3 		$16.2M Buy
115,584
+323
+0.3% +$45.8K 10.34% 1
2021
Q2 		$15.6M Buy
115,261
+4,402
+4% +$596K 10.54% 1
2021
Q1 		$15M Buy
110,859
+456
+0.4% +$59.5K 11.66% 1
2020
Q4 		$15.4M Buy
+110,403
New +$15.4M 13.26% 1

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 Dimensions Group's PG Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Procter & Gamble (PG) stake by 0.25% in Q2 2026, selling an estimated $73.9K and leaving 203,926 shares worth $29.9M. The position accounts for 5.36% of the portfolio, ranked #4.

Wealth Dimensions Group first reported a position in PG in Q4 2020 and has held it in 23 quarters since. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wealth Dimensions Group held 203,926 shares of Procter & Gamble worth $29.9M as of Q2 2026.
  • Wealth Dimensions Group sold 508 Procter & Gamble shares in Q2 2026, an estimated $73.9K.
  • Procter & Gamble made up 5.36% of Wealth Dimensions Group's portfolio in Q2 2026, its #4 holding.
  • Wealth Dimensions Group first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.