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Western Pacific Wealth Management’s Procter & Gamble PG Stock Holding History

Western Pacific 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 		$5.28K Hold
36
– – ﹤0.01% 163
2026
Q1 		$5.2K Hold
36
– – 0.01% 163
2025
Q4 		$5.16K Hold
36
– – 0.01% 154
2025
Q3 		$5.53K Sell
36
-400
-92% -$62.5K 0.01% 168
2025
Q2 		$69.5K Sell
436
-38
-8% -$6.2K 0.07% 117
2025
Q1 		$80.8K Hold
474
– – 0.07% 110
2024
Q4 		$79.5K Sell
474
-1,124
-70% -$191K 0.06% 120
2024
Q3 		$277K Buy
1,598
+400
+33% +$67.9K 0.18% 36
2024
Q2 		$198K Sell
1,198
-19
-2% -$3.11K 0.15% 50
2024
Q1 		$198K Sell
1,217
-56
-4% -$8.78K 0.14% 55
2023
Q4 		$187K Sell
1,273
-1,000
-44% -$148K 0.14% 49
2023
Q3 		$332K Hold
2,273
– – 0.27% 24
2023
Q2 		$345K Buy
2,273
+951
+72% +$143K 0.26% 23
2023
Q1 		$197K Buy
1,322
+66
+5% +$9.44K 0.15% 39
2022
Q4 		$190K Buy
1,256
+255
+25% +$35.7K 0.16% 36
2022
Q3 		$126K Buy
1,001
+951
+1,902% +$135K 0.13% 43
2022
Q2 		$7K Hold
50
– – 0.01% 147
2022
Q1 		$7K Sell
50
-200
-80% -$31.3K 0.01% 169
2021
Q4 		$40K Buy
+250
New +$37.1K 0.03% 124

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

Western Pacific Wealth Management's PG Position: Q2 2026 in Review

Western Pacific Wealth Management held its Procter & Gamble (PG) position steady in Q2 2026 at 36 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Western Pacific Wealth Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $345K in Q2 2023. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Western Pacific Wealth Management held 36 shares of Procter & Gamble worth $5.28K as of Q2 2026.
  • Western Pacific Wealth Management left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up ﹤0.01% of Western Pacific Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Western Pacific Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Western Pacific Wealth Management's Procter & Gamble position peaked at $345K in Q2 2023.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.