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Werba Rubin Papier Wealth Management’s Procter & Gamble PG Stock Holding History

Werba Rubin Papier Wealth Management’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 		$332K Sell
2,261
-1,095
-33% -$159K 0.04% 203
2026
Q1 		$485K Buy
3,356
+290
+9% +$44K 0.07% 141
2025
Q4 		$439K Buy
3,066
+799
+35% +$118K 0.12% 117
2025
Q3 		$348K Buy
2,267
+996
+78% +$156K 0.06% 151
2025
Q2 		$202K Buy
+1,271
New +$207K 0.04% 219

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

Werba Rubin Papier Wealth Management's PG Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Procter & Gamble (PG) stake by 33% in Q2 2026, selling an estimated $159K and leaving 2,261 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #203.

Werba Rubin Papier Wealth Management first reported a position in PG in Q2 2025 and has held it in 5 quarters since. The position peaked at $485K in Q1 2026. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 2,261 shares of Procter & Gamble worth $332K as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 1,095 Procter & Gamble shares in Q2 2026, an estimated $159K.
  • Procter & Gamble made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Procter & Gamble in Q2 2025 and has held it in 5 quarters since.
  • Werba Rubin Papier Wealth Management's Procter & Gamble position peaked at $485K in Q1 2026.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.