WAG
PG icon

Wheelhouse Advisory Group’s Procter & Gamble PG Stock Holding History

Wheelhouse Advisory 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 		$661K Buy
4,506
+133
+3% +$19.4K 0.19% 29
2026
Q1 		$632K Sell
4,373
-65
-1% -$9.85K 0.21% 27
2025
Q4 		$639K Buy
4,438
+71
+2% +$10.5K 0.24% 25
2025
Q3 		$671K Sell
4,367
-507
-10% -$79.2K 0.29% 24
2025
Q2 		$777K Buy
4,874
+22
+0.5% +$3.59K 0.38% 23
2025
Q1 		$827K Sell
4,852
-104
-2% -$17.4K 0.47% 19
2024
Q4 		$831K Sell
4,956
-76
-2% -$12.9K 0.49% 21
2024
Q3 		$872K Buy
5,032
+14
+0.3% +$2.38K 0.56% 19
2024
Q2 		$823K Sell
5,018
-13
-0.3% -$2.13K 0.58% 18
2024
Q1 		$816K Sell
5,031
-195
-4% -$30.6K 0.63% 18
2023
Q4 		$766K Buy
+5,226
New +$774K 0.67% 19

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wheelhouse Advisory Group's PG Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Procter & Gamble (PG) stake by 3% in Q2 2026, buying an estimated $19.4K and bringing the position to 4,506 shares worth $661K. The position accounts for 0.19% of the portfolio, ranked #29.

Wheelhouse Advisory Group first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $872K in Q3 2024. 2,773 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wheelhouse Advisory Group held 4,506 shares of Procter & Gamble worth $661K as of Q2 2026.
  • Wheelhouse Advisory Group bought 133 Procter & Gamble shares in Q2 2026, an estimated $19.4K.
  • Procter & Gamble made up 0.19% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #29 holding.
  • Wheelhouse Advisory Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Wheelhouse Advisory Group's Procter & Gamble position peaked at $872K in Q3 2024.
  • 2,773 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.