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WealthPoint Financial’s Procter & Gamble PG Stock Holding History

WealthPoint Financial’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 		$416K Sell
2,837
-144
-5% -$21K 0.3% 76
2026
Q1 		$431K Sell
2,981
-759
-20% -$115K 0.36% 69
2025
Q4 		$536K Buy
+3,740
New +$551K 0.47% 50

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 $3.38T AUM 44.17% 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

WealthPoint Financial's PG Position: Q2 2026 in Review

WealthPoint Financial reduced its Procter & Gamble (PG) stake by 4.8% in Q2 2026, selling an estimated $21K and leaving 2,837 shares worth $416K. The position accounts for 0.3% of the portfolio, ranked #76.

WealthPoint Financial first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $536K in Q4 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • WealthPoint Financial held 2,837 shares of Procter & Gamble worth $416K as of Q2 2026.
  • WealthPoint Financial sold 144 Procter & Gamble shares in Q2 2026, an estimated $21K.
  • Procter & Gamble made up 0.3% of WealthPoint Financial's portfolio in Q2 2026, its #76 holding.
  • WealthPoint Financial first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • WealthPoint Financial's Procter & Gamble position peaked at $536K in Q4 2025.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.