WTFG
PG icon

Wood Tarver Financial Group’s Procter & Gamble PG Stock Holding History

Wood Tarver Financial Group’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 		$1.25M Buy
8,514
+25
+0.3% +$3.64K 0.29% 52
2026
Q1 		$1.23M Sell
8,489
-8
-0.1% -$1.21K 0.34% 46
2025
Q4 		$1.22M Sell
8,497
-109
-1% -$16.1K 0.34% 47
2025
Q3 		$1.32M Sell
8,606
-51
-0.6% -$7.96K 0.39% 43
2025
Q2 		$1.38M Buy
8,657
+5,559
+179% +$907K 0.42% 42
2025
Q1 		$528K Buy
3,098
+1
+0% +$167 0.17% 76
2024
Q4 		$519K Buy
+3,097
New +$527K 0.17% 75

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

Wood Tarver Financial Group's PG Position: Q2 2026 in Review

Wood Tarver Financial Group increased its Procter & Gamble (PG) stake by 0.29% in Q2 2026, buying an estimated $3.64K and bringing the position to 8,514 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #52.

Wood Tarver Financial Group first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q2 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Wood Tarver Financial Group held 8,514 shares of Procter & Gamble worth $1.25M as of Q2 2026.
  • Wood Tarver Financial Group bought 25 Procter & Gamble shares in Q2 2026, an estimated $3.64K.
  • Procter & Gamble made up 0.29% of Wood Tarver Financial Group's portfolio in Q2 2026, its #52 holding.
  • Wood Tarver Financial Group first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Wood Tarver Financial Group's Procter & Gamble position peaked at $1.38M in Q2 2025.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.