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Windle Wealth’s Procter & Gamble PG Stock Holding History

Windle 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 		$8.42M Buy
57,434
+1,824
+3% +$265K 3.38% 21
2026
Q1 		$8.03M Sell
55,610
-3,878
-7% -$588K 3.39% 19
2025
Q4 		$8.53M Buy
59,488
+4,811
+9% +$709K 3.82% 10
2025
Q3 		$8.4M Buy
54,677
+4,851
+10% +$758K 3.76% 11
2025
Q2 		$7.94M Buy
49,826
+618
+1% +$101K 3.88% 10
2025
Q1 		$8.39M Buy
49,208
+1,423
+3% +$238K 4.32% 7
2024
Q4 		$8.01M Buy
47,785
+1,583
+3% +$270K 4.43% 7
2024
Q3 		$8M Buy
46,202
+1,348
+3% +$229K 4.35% 8
2024
Q2 		$7.4M Sell
44,854
-856
-2% -$140K 4.51% 4
2024
Q1 		$7.42M Buy
45,710
+692
+2% +$109K 4.72% 2
2023
Q4 		$6.6M Sell
45,018
-732
-2% -$108K 4.63% 3
2023
Q3 		$6.67M Buy
45,750
+560
+1% +$85.5K 4.98% 2
2023
Q2 		$6.86M Sell
45,190
-785
-2% -$118K 4.95% 3
2023
Q1 		$6.84M Buy
45,975
+918
+2% +$131K 5.07% 2
2022
Q4 		$6.83M Buy
+45,057
New +$6.32M 5.33% 3

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

Windle Wealth's PG Position: Q2 2026 in Review

Windle Wealth increased its Procter & Gamble (PG) stake by 3.3% in Q2 2026, buying an estimated $265K and bringing the position to 57,434 shares worth $8.42M. The position accounts for 3.38% of the portfolio, ranked #21.

Windle Wealth first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.53M in Q4 2025. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Windle Wealth held 57,434 shares of Procter & Gamble worth $8.42M as of Q2 2026.
  • Windle Wealth bought 1,824 Procter & Gamble shares in Q2 2026, an estimated $265K.
  • Procter & Gamble made up 3.38% of Windle Wealth's portfolio in Q2 2026, its #21 holding.
  • Windle Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Windle Wealth's Procter & Gamble position peaked at $8.53M in Q4 2025.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Windle Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.