WW
PG icon

Westshore Wealth’s Procter & Gamble PG Stock Holding History

Westshore Wealth’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 		$257K Buy
1,750
+110
+7% +$16K 0.08% 90
2026
Q1 		$237K Buy
1,640
+3
+0.2% +$455 0.08% 89
2025
Q4 		$235K Sell
1,637
-1,183
-42% -$174K 0.08% 86
2025
Q3 		$433K Buy
2,820
+4
+0.1% +$625 0.15% 58
2025
Q2 		$449K Buy
2,816
+4
+0.1% +$653 0.17% 50
2025
Q1 		$479K Buy
2,812
+3
+0.1% +$502 0.2% 42
2024
Q4 		$471K Buy
2,809
+1,003
+56% +$171K 0.19% 41
2024
Q3 		$313K Buy
1,806
+3
+0.2% +$509 0.13% 63
2024
Q2 		$297K Buy
1,803
+3
+0.2% +$490 0.12% 65
2024
Q1 		$292K Buy
1,800
+3
+0.2% +$471 0.12% 69
2023
Q4 		$263K Sell
1,797
-23
-1% -$3.41K 0.12% 68
2023
Q3 		$266K Buy
1,820
+30
+2% +$4.58K 0.15% 60
2023
Q2 		$272K Sell
1,790
-33
-2% -$4.97K 0.14% 76
2023
Q1 		$271K Buy
1,823
+37
+2% +$5.29K 0.14% 80
2022
Q4 		$271K Buy
1,786
+2
+0.1% +$280 0.15% 79
2022
Q3 		$225K Buy
1,784
+38
+2% +$5.4K 0.15% 77
2022
Q2 		$251K Buy
1,746
+3
+0.2% +$451 0.16% 72
2022
Q1 		$266K Buy
1,743
+140
+9% +$21.9K 0.18% 72
2021
Q4 		$262K Buy
1,603
+2
+0.1% +$297 0.18% 70
2021
Q3 		$224K Sell
1,601
-11,639
-88% -$1.65M 0.18% 69
2021
Q2 		$1.79M Buy
13,240
+802
+6% +$109K 0.92% 19
2021
Q1 		$1.68M Buy
+12,438
New +$1.62M 0.96% 20

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

Westshore Wealth's PG Position: Q2 2026 in Review

Westshore Wealth increased its Procter & Gamble (PG) stake by 6.7% in Q2 2026, buying an estimated $16K and bringing the position to 1,750 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #90.

Westshore Wealth first reported a position in PG in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.79M in Q2 2021. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Westshore Wealth held 1,750 shares of Procter & Gamble worth $257K as of Q2 2026.
  • Westshore Wealth bought 110 Procter & Gamble shares in Q2 2026, an estimated $16K.
  • Procter & Gamble made up 0.08% of Westshore Wealth's portfolio in Q2 2026, its #90 holding.
  • Westshore Wealth first reported a position in Procter & Gamble in Q1 2021 and has held it in 22 quarters since.
  • Westshore Wealth's Procter & Gamble position peaked at $1.79M in Q2 2021.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.