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Winnow Wealth’s Procter & Gamble PG Stock Holding History

Winnow 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 		$890K Sell
6,072
-205
-3% -$29.8K 0.61% 52
2026
Q1 		$907K Sell
6,277
-334
-5% -$50.6K 0.7% 44
2025
Q4 		$952K Buy
6,611
+204
+3% +$30.1K 0.7% 47
2025
Q3 		$987K Buy
6,407
+5,946
+1,290% +$929K 0.77% 48
2025
Q2 		$73.4K Sell
461
-4,913
-91% -$802K 0.05% 73
2025
Q1 		$916K Buy
5,374
+5,325
+10,867% +$892K 0.84% 35
2024
Q4 		$8.17K Buy
+49
New +$8.35K 0.01% 196

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

Winnow Wealth's PG Position: Q2 2026 in Review

Winnow Wealth reduced its Procter & Gamble (PG) stake by 3.3% in Q2 2026, selling an estimated $29.8K and leaving 6,072 shares worth $890K. The position accounts for 0.61% of the portfolio, ranked #52.

Winnow Wealth first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $987K in Q3 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Winnow Wealth held 6,072 shares of Procter & Gamble worth $890K as of Q2 2026.
  • Winnow Wealth sold 205 Procter & Gamble shares in Q2 2026, an estimated $29.8K.
  • Procter & Gamble made up 0.61% of Winnow Wealth's portfolio in Q2 2026, its #52 holding.
  • Winnow Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Winnow Wealth's Procter & Gamble position peaked at $987K in Q3 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.