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Wealthspan Partners’s Procter & Gamble PG Stock Holding History

Wealthspan Partners’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 		$228K Sell
1,556
-5
-0.3% -$728 0.07% 119
2026
Q1 		$226K Buy
1,561
+2
+0.1% +$303 0.08% 115
2025
Q4 		$223K Buy
1,559
+3
+0.2% +$442 0.08% 116
2025
Q3 		$239K Sell
1,556
-31
-2% -$4.84K 0.09% 110
2025
Q2 		$253K Sell
1,587
-32
-2% -$5.22K 0.1% 102
2025
Q1 		$276K Buy
1,619
+2
+0.1% +$335 0.13% 95
2024
Q4 		$271K Buy
1,617
+2
+0.1% +$341 0.13% 94
2024
Q3 		$280K Sell
1,615
-32
-2% -$5.43K 0.14% 89
2024
Q2 		$272K Buy
1,647
+49
+3% +$8.01K 0.15% 86
2024
Q1 		$259K Buy
+1,598
New +$251K 0.15% 84
2022
Q1 		– Sell
-1,347
Closed -$220K – 69
2021
Q4 		$220K Buy
+1,347
New +$200K 0.19% 64

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

Wealthspan Partners's PG Position: Q2 2026 in Review

Wealthspan Partners reduced its Procter & Gamble (PG) stake by 0.32% in Q2 2026, selling an estimated $728 and leaving 1,556 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #119.

Wealthspan Partners first reported a position in PG in Q4 2021 and has held it in 11 quarters since. The position peaked at $280K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wealthspan Partners held 1,556 shares of Procter & Gamble worth $228K as of Q2 2026.
  • Wealthspan Partners sold 5 Procter & Gamble shares in Q2 2026, an estimated $728.
  • Procter & Gamble made up 0.07% of Wealthspan Partners's portfolio in Q2 2026, its #119 holding.
  • Wealthspan Partners first reported a position in Procter & Gamble in Q4 2021 and has held it in 11 quarters since.
  • Wealthspan Partners's Procter & Gamble position peaked at $280K in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.