Perigon Wealth Management Trims Stake in Procter & Gamble

The investment firm reduced its holdings in the consumer goods giant by 10% in the fourth quarter.

Apr. 3, 2026 at 11:10am

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Perigon Wealth Management LLC cut its stake in Procter & Gamble Company (The) (NYSE:PG) by 10.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 66,983 shares of the company's stock after selling 7,417 shares during the quarter.

Why it matters

As one of the world's largest consumer goods companies, Procter & Gamble's stock performance and institutional ownership are closely watched by investors and analysts. This filing provides insight into the portfolio adjustments of one investment management firm, which could signal broader trends in how the stock is being traded.

The details

Perigon Wealth Management's holdings in Procter & Gamble were worth $9,599,000 as of its most recent SEC filing. Other institutional investors and hedge funds have also made changes to their P&G positions, with some increasing and others decreasing their stakes during the fourth quarter.

  • Perigon Wealth Management filed its 13F report for the fourth quarter of 2025.

The players

Perigon Wealth Management LLC

An investment management firm that reduced its stake in Procter & Gamble during the fourth quarter.

Procter & Gamble Company (The)

A multinational consumer goods company headquartered in Cincinnati, Ohio, founded in 1837.

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The takeaway

This filing highlights the ongoing portfolio adjustments by institutional investors in response to Procter & Gamble's performance and broader market conditions. As a bellwether consumer stock, changes in P&G's ownership can provide insights into investor sentiment and broader trends in the sector.