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West Wealth Group’s Procter & Gamble PG Stock Holding History

West Wealth Group’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 		$526K Sell
3,587
-53
-1% -$7.71K 0.09% 85
2026
Q1 		$526K Sell
3,640
-14
-0.4% -$2.12K 0.1% 72
2025
Q4 		$524K Sell
3,654
-274
-7% -$40.4K 0.11% 63
2025
Q3 		$579K Buy
3,928
+389
+11% +$60.8K 0.13% 57
2025
Q2 		$541K Sell
3,539
-63
-2% -$10.3K 0.13% 52
2025
Q1 		$614K Buy
3,602
+98
+3% +$16.4K 0.18% 42
2024
Q4 		$587K Buy
3,504
+98
+3% +$16.7K 0.18% 43
2024
Q3 		$590K Buy
3,406
+39
+1% +$6.62K 0.19% 41
2024
Q2 		$555K Buy
3,367
+18
+0.5% +$2.94K 0.2% 42
2024
Q1 		$543K Buy
3,349
+18
+0.5% +$2.82K 0.2% 44
2023
Q4 		$488K Sell
3,331
-17
-0.5% -$2.52K 0.19% 45
2023
Q3 		$488K Buy
3,348
+154
+5% +$23.5K 0.21% 42
2023
Q2 		$485K Sell
3,194
-47
-1% -$7.08K 0.21% 38
2023
Q1 		$482K Buy
3,241
+11
+0.3% +$1.57K 0.22% 34
2022
Q4 		$490K Buy
3,230
+19
+0.6% +$2.66K 0.24% 34
2022
Q3 		$405K Buy
3,211
+751
+31% +$107K 0.21% 38
2022
Q2 		$353K Buy
+2,460
New +$370K 0.16% 41

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 Wealth Group's PG Position: Q2 2026 in Review

West Wealth Group reduced its Procter & Gamble (PG) stake by 1.5% in Q2 2026, selling an estimated $7.71K and leaving 3,587 shares worth $526K. The position accounts for 0.09% of the portfolio, ranked #85.

West Wealth Group first reported a position in PG in Q2 2022 and has held it in 17 quarters since. The position peaked at $614K in Q1 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • West Wealth Group held 3,587 shares of Procter & Gamble worth $526K as of Q2 2026.
  • West Wealth Group sold 53 Procter & Gamble shares in Q2 2026, an estimated $7.71K.
  • Procter & Gamble made up 0.09% of West Wealth Group's portfolio in Q2 2026, its #85 holding.
  • West Wealth Group first reported a position in Procter & Gamble in Q2 2022 and has held it in 17 quarters since.
  • West Wealth Group's Procter & Gamble position peaked at $614K in Q1 2025.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.