WFI
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West Family Investments’s Procter & Gamble PG Stock Holding History

West Family Investments’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 		$1.38M Sell
9,405
-729
-7% -$106K 0.4% 35
2026
Q1 		$1.46M Sell
10,134
-1,203
-11% -$182K 0.51% 34
2025
Q4 		$1.62M Sell
11,337
-4,306
-28% -$635K 0.38% 46
2025
Q3 		$2.4M Buy
15,643
+217
+1% +$33.9K 0.54% 29
2025
Q2 		$2.46M Buy
15,426
+4,389
+40% +$716K 0.64% 23
2025
Q1 		$1.88M Sell
11,037
-659
-6% -$110K 0.71% 25
2024
Q4 		$1.96M Sell
11,696
-47
-0.4% -$8.01K 0.68% 22
2024
Q3 		$2.03M Buy
11,743
+1,586
+16% +$269K 0.69% 24
2024
Q2 		$1.68M Sell
10,157
-63
-0.6% -$10.3K 0.5% 41
2024
Q1 		$1.66M Buy
10,220
+26
+0.3% +$4.08K 0.51% 41
2023
Q4 		$1.49M Buy
10,194
+158
+2% +$23.4K 0.51% 42
2023
Q3 		$1.46M Sell
10,036
-861
-8% -$132K 0.51% 42
2023
Q2 		$1.65M Sell
10,897
-55
-0.5% -$8.29K 0.64% 36
2023
Q1 		$1.63M Sell
10,952
-1,377
-11% -$197K 0.64% 36
2022
Q4 		$1.87M Buy
12,329
+242
+2% +$33.9K 0.64% 31
2022
Q3 		$1.53M Sell
12,087
-1,045
-8% -$148K 0.64% 30
2022
Q2 		$1.89M Sell
13,132
-827
-6% -$124K 0.74% 29
2022
Q1 		$2.13M Buy
13,959
+285
+2% +$44.6K 0.61% 29
2021
Q4 		$2.24M Sell
13,674
-760
-5% -$113K 0.61% 28
2021
Q3 		$2.02M Buy
14,434
+2,626
+22% +$372K 0.52% 32
2021
Q2 		$1.59M Buy
+11,808
New +$1.6M 0.43% 36

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

West Family Investments's PG Position: Q2 2026 in Review

West Family Investments reduced its Procter & Gamble (PG) stake by 7.2% in Q2 2026, selling an estimated $106K and leaving 9,405 shares worth $1.38M. The position accounts for 0.4% of the portfolio, ranked #35.

West Family Investments first reported a position in PG in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.46M in Q2 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • West Family Investments held 9,405 shares of Procter & Gamble worth $1.38M as of Q2 2026.
  • West Family Investments sold 729 Procter & Gamble shares in Q2 2026, an estimated $106K.
  • Procter & Gamble made up 0.4% of West Family Investments's portfolio in Q2 2026, its #35 holding.
  • West Family Investments first reported a position in Procter & Gamble in Q2 2021 and has held it in 21 quarters since.
  • West Family Investments's Procter & Gamble position peaked at $2.46M in Q2 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.