WAU
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Wellington-Altus USA’s Procter & Gamble PG Stock Holding History

Wellington-Altus USA’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 		$42.5K Buy
294
+66
+29% +$9.61K 0.03% 338
2026
Q1 		$33.4K Sell
228
-66
-22% -$10K 0.02% 419
2025
Q4 		$42.1K Buy
+294
New +$43.4K 0.03% 327

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

Wellington-Altus USA's PG Position: Q2 2026 in Review

Wellington-Altus USA increased its Procter & Gamble (PG) stake by 29% in Q2 2026, buying an estimated $9.61K and bringing the position to 294 shares worth $42.5K. The position accounts for 0.03% of the portfolio, ranked #338.

Wellington-Altus USA first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wellington-Altus USA held 294 shares of Procter & Gamble worth $42.5K as of Q2 2026.
  • Wellington-Altus USA bought 66 Procter & Gamble shares in Q2 2026, an estimated $9.61K.
  • Procter & Gamble made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #338 holding.
  • Wellington-Altus USA first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.