Websterrogers Financial Advisors’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$210K Hold
1,431
0.05% 97
2026
Q1
$207K Hold
1,431
0.06% 93
2025
Q4
$205K Sell
1,431
-24
-2% -$3.54K 0.06% 93
2025
Q3
$224K Hold
1,455
0.07% 83
2025
Q2
$232K Hold
1,455
0.07% 75
2025
Q1
$248K Hold
1,455
0.08% 71
2024
Q4
$244K Buy
+1,455
New +$248K 0.08% 70

Other funds holding PG

Websterrogers Financial Advisors's PG Position: Q2 2026 in Review

Websterrogers Financial Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 1,431 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #97.

Websterrogers Financial Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $248K in Q1 2025. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Websterrogers Financial Advisors held 1,431 shares of Procter & Gamble worth $210K as of Q2 2026.
  • Websterrogers Financial Advisors left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.05% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #97 holding.
  • Websterrogers Financial Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Websterrogers Financial Advisors's Procter & Gamble position peaked at $248K in Q1 2025.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.