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Wingate Wealth Advisors’s Procter & Gamble PG Stock Holding History

Wingate Wealth 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 		$349K Hold
2,377
– – 0.15% 96
2026
Q1 		$343K Sell
2,377
-211
-8% -$32K 0.18% 93
2025
Q4 		$371K Buy
2,588
+252
+11% +$37.2K 0.21% 82
2025
Q3 		$359K Buy
2,336
+192
+9% +$30K 0.25% 78
2025
Q2 		$342K Buy
2,144
+234
+12% +$38.2K 0.3% 78
2025
Q1 		$326K Sell
1,910
-596
-24% -$99.8K 0.37% 73
2024
Q4 		$420K Buy
+2,506
New +$427K 0.41% 66

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 $3.38T AUM 44.17% 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

Wingate Wealth Advisors's PG Position: Q2 2026 in Review

Wingate Wealth Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 2,377 shares worth $349K. The position accounts for 0.15% of the portfolio, ranked #96.

Wingate Wealth Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q4 2024. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wingate Wealth Advisors held 2,377 shares of Procter & Gamble worth $349K as of Q2 2026.
  • Wingate Wealth Advisors left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.15% of Wingate Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Wingate Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Wingate Wealth Advisors's Procter & Gamble position peaked at $420K in Q4 2024.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.