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WestHill Financial Advisors’s Procter & Gamble PG Stock Holding History

WestHill Financial Advisors’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 		$423K Buy
2,887
+53
+2% +$7.71K 0.07% 54
2026
Q1 		$409K Sell
2,834
-22
-0.8% -$3.33K 0.08% 53
2025
Q4 		$409K Buy
2,856
+75
+3% +$11.1K 0.08% 51
2025
Q3 		$427K Sell
2,781
-96
-3% -$15K 0.08% 46
2025
Q2 		$458K Sell
2,877
-4
-0.1% -$653 0.1% 45
2025
Q1 		$491K Sell
2,881
-391
-12% -$65.5K 0.11% 39
2024
Q4 		$549K Buy
3,272
+103
+3% +$17.5K 0.12% 39
2024
Q3 		$549K Sell
3,169
-26
-0.8% -$4.41K 0.12% 39
2024
Q2 		$527K Buy
3,195
+5
+0.2% +$817 0.13% 36
2024
Q1 		$518K Sell
3,190
-270
-8% -$42.3K 0.13% 36
2023
Q4 		$507K Buy
3,460
+240
+7% +$35.5K 0.13% 35
2023
Q3 		$470K Buy
3,220
+119
+4% +$18.2K 0.14% 35
2023
Q2 		$471K Buy
3,101
+191
+7% +$28.8K 0.13% 35
2023
Q1 		$433K Buy
2,910
+1
+0% +$143 0.13% 38
2022
Q4 		$441K Sell
2,909
-699
-19% -$98K 0.14% 39
2022
Q3 		$455K Buy
3,608
+79
+2% +$11.2K 0.16% 35
2022
Q2 		$507K Buy
3,529
+1
+0% +$150 0.17% 33
2022
Q1 		$539K Buy
3,528
+1
+0% +$156 0.16% 34
2021
Q4 		$577K Buy
3,527
+701
+25% +$104K 0.16% 34
2021
Q3 		$395K Buy
+2,826
New +$401K 0.12% 36
2021
Q1 		$284K Sell
2,099
-27
-1% -$3.52K 0.1% 43
2020
Q4 		$296K Buy
+2,126
New +$297K 0.12% 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

WestHill Financial Advisors's PG Position: Q2 2026 in Review

WestHill Financial Advisors increased its Procter & Gamble (PG) stake by 1.9% in Q2 2026, buying an estimated $7.71K and bringing the position to 2,887 shares worth $423K. The position accounts for 0.07% of the portfolio, ranked #54.

WestHill Financial Advisors first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $577K in Q4 2021. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • WestHill Financial Advisors held 2,887 shares of Procter & Gamble worth $423K as of Q2 2026.
  • WestHill Financial Advisors bought 53 Procter & Gamble shares in Q2 2026, an estimated $7.71K.
  • Procter & Gamble made up 0.07% of WestHill Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • WestHill Financial Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • WestHill Financial Advisors's Procter & Gamble position peaked at $577K in Q4 2021.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.