WF
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Whelan Financial’s Procter & Gamble PG Stock Holding History

Whelan Financial’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 		$531K Buy
3,621
+385
+12% +$56K 0.14% 55
2026
Q1 		$467K Buy
3,236
+105
+3% +$15.9K 0.15% 55
2025
Q4 		$449K Sell
3,131
-225
-7% -$33.2K 0.14% 54
2025
Q3 		$516K Buy
3,356
+226
+7% +$35.3K 0.16% 49
2025
Q2 		$499K Buy
3,130
+34
+1% +$5.55K 0.18% 42
2025
Q1 		$528K Buy
3,096
+87
+3% +$14.6K 0.21% 32
2024
Q4 		$504K Buy
3,009
+358
+14% +$61K 0.2% 31
2024
Q3 		$459K Buy
2,651
+78
+3% +$13.2K 0.19% 30
2024
Q2 		$424K Buy
2,573
+120
+5% +$19.6K 0.19% 29
2024
Q1 		$398K Buy
2,453
+419
+21% +$65.7K 0.18% 31
2023
Q4 		$298K Sell
2,034
-143
-7% -$21.2K 0.14% 31
2023
Q3 		$318K Buy
2,177
+45
+2% +$6.87K 0.17% 25
2023
Q2 		$324K Buy
2,132
+7
+0.3% +$1.05K 0.17% 25
2023
Q1 		$316K Buy
2,125
+375
+21% +$53.6K 0.18% 24
2022
Q4 		$265K Buy
1,750
+57
+3% +$7.99K 0.16% 25
2022
Q3 		$214K Buy
1,693
+189
+13% +$26.8K 0.15% 26
2022
Q2 		$216K Hold
1,504
– – 0.15% 20
2022
Q1 		$230K Buy
+1,504
New +$235K 0.14% 18

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

Whelan Financial's PG Position: Q2 2026 in Review

Whelan Financial increased its Procter & Gamble (PG) stake by 12% in Q2 2026, buying an estimated $56K and bringing the position to 3,621 shares worth $531K. The position accounts for 0.14% of the portfolio, ranked #55.

Whelan Financial first reported a position in PG in Q1 2022 and has held it in 18 quarters since. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Whelan Financial held 3,621 shares of Procter & Gamble worth $531K as of Q2 2026.
  • Whelan Financial bought 385 Procter & Gamble shares in Q2 2026, an estimated $56K.
  • Procter & Gamble made up 0.14% of Whelan Financial's portfolio in Q2 2026, its #55 holding.
  • Whelan Financial first reported a position in Procter & Gamble in Q1 2022 and has held it in 18 quarters since.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.