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WJ Financial Advisors’s Procter & Gamble PG Stock Holding History

WJ Financial 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 		$243K Hold
1,660
– – 0.18% 113
2026
Q1 		$240K Buy
1,660
+22
+1% +$3.33K 0.19% 112
2025
Q4 		$235K Sell
1,638
-238
-13% -$35.1K 0.21% 104
2025
Q3 		$288K Buy
+1,876
New +$293K 0.28% 88

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

WJ Financial Advisors's PG Position: Q2 2026 in Review

WJ Financial Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 1,660 shares worth $243K. The position accounts for 0.18% of the portfolio, ranked #113.

WJ Financial Advisors first reported a position in PG in Q3 2025 and has held it in 4 quarters since. The position peaked at $288K in Q3 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • WJ Financial Advisors held 1,660 shares of Procter & Gamble worth $243K as of Q2 2026.
  • WJ Financial Advisors left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.18% of WJ Financial Advisors's portfolio in Q2 2026, its #113 holding.
  • WJ Financial Advisors first reported a position in Procter & Gamble in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's Procter & Gamble position peaked at $288K in Q3 2025.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.