Wiser Wealth Management
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Wiser Wealth Management’s Procter & Gamble PG Stock Holding History

Wiser Wealth Management’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
Q3 		$421K Buy
2,897
+156
+6% +$22.9K 0.08% 50
2026
Q2 		$402K Sell
2,741
-174
-6% -$25.3K 0.08% 49
2026
Q1 		$421K Buy
2,915
+196
+7% +$29.7K 0.09% 45
2025
Q4 		$390K Buy
2,719
+312
+13% +$46K 0.09% 43
2025
Q3 		$370K Sell
2,407
-97
-4% -$15.2K 0.08% 42
2025
Q2 		$399K Sell
2,504
-161
-6% -$26.3K 0.1% 39
2025
Q1 		$454K Sell
2,665
-10
-0.4% -$1.68K 0.13% 31
2024
Q4 		$448K Sell
2,675
-372
-12% -$63.4K 0.13% 33
2024
Q3 		$528K Buy
3,047
+613
+25% +$104K 0.15% 30
2024
Q2 		$401K Buy
2,434
+547
+29% +$89.4K 0.12% 29
2024
Q1 		$306K Buy
1,887
+68
+4% +$10.7K 0.1% 24
2023
Q4 		$270K Buy
+1,819
New +$269K 0.1% 28

Other funds holding PG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wiser Wealth Management's PG Position: Q3 2026 in Review

Wiser Wealth Management increased its Procter & Gamble (PG) stake by 5.7% in Q3 2026, buying an estimated $22.9K and bringing the position to 2,897 shares worth $421K. The position accounts for 0.08% of the portfolio, ranked #50.

Wiser Wealth Management first reported a position in PG in Q4 2023 and has held it in 12 quarters since. The position peaked at $528K in Q3 2024. 3,207 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Wiser Wealth Management held 2,897 shares of Procter & Gamble worth $421K as of Q3 2026.
  • Wiser Wealth Management bought 156 Procter & Gamble shares in Q3 2026, an estimated $22.9K.
  • Procter & Gamble made up 0.08% of Wiser Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Wiser Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 12 quarters since.
  • Wiser Wealth Management's Procter & Gamble position peaked at $528K in Q3 2024.
  • 3,207 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.