AWM
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AE Wealth Management’s Procter & Gamble PG Stock Holding History

AE 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
Q1 		$74.1M Sell
513,197
-141,741
-22% -$21.5M 0.4% 60
2025
Q4 		$93.9M Sell
654,938
-10,569
-2% -$1.56M 0.54% 41
2025
Q3 		$102M Buy
665,507
+88,076
+15% +$13.8M 0.65% 29
2025
Q2 		$92M Buy
577,431
+24,391
+4% +$3.98M 0.67% 26
2025
Q1 		$94.2M Buy
553,040
+41,985
+8% +$7.03M 0.79% 22
2024
Q4 		$85.7M Buy
511,055
+57,448
+13% +$9.78M 0.73% 24
2024
Q3 		$78.6M Buy
453,607
+18,514
+4% +$3.14M 0.71% 26
2024
Q2 		$71.8M Buy
435,093
+114,537
+36% +$18.7M 0.72% 25
2024
Q1 		$52M Sell
320,556
-248,595
-44% -$39M 0.59% 32
2023
Q4 		$88.9M Buy
569,151
+88,374
+18% +$13.1M 0.45% 32
2023
Q3 		$70.1M Buy
480,777
+53,275
+12% +$8.14M 0.42% 38
2023
Q2 		$64.9M Buy
427,502
+51,724
+14% +$7.8M 0.39% 37
2023
Q1 		$55.9M Buy
375,778
+17,784
+5% +$2.54M 0.36% 41
2022
Q4 		$54.3M Buy
357,994
+2,243
+0.6% +$314K 0.39% 39
2022
Q3 		$44.9M Sell
355,751
-3,537
-1% -$502K 0.36% 53
2022
Q2 		$51.7M Buy
359,288
+14,173
+4% +$2.13M 0.41% 45
2022
Q1 		$52.7M Buy
345,115
+34,030
+11% +$5.32M 0.36% 54
2021
Q4 		$50.9M Buy
311,085
+13,035
+4% +$1.94M 0.35% 56
2021
Q3 		$41.7M Buy
298,050
+25,447
+9% +$3.61M 0.34% 60
2021
Q2 		$36.8M Buy
272,603
+31,478
+13% +$4.26M 0.32% 69
2021
Q1 		$32.7M Buy
241,125
+18,944
+9% +$2.47M 0.33% 68
2020
Q4 		$30.9M Buy
222,181
+23,429
+12% +$3.27M 0.35% 66
2020
Q3 		$27.6M Buy
198,752
+2,398
+1% +$318K 0.39% 51
2020
Q2 		$23.5M Buy
196,354
+28,735
+17% +$3.35M 0.36% 55
2020
Q1 		$18.4M Buy
167,619
+19,028
+13% +$2.28M 0.42% 42
2019
Q4 		$18.6M Buy
148,591
+24,535
+20% +$3M 0.4% 51
2019
Q3 		$15.4M Buy
124,056
+8,342
+7% +$986K 0.45% 45
2019
Q2 		$12.7M Buy
115,714
+37,406
+48% +$3.99M 0.38% 53
2019
Q1 		$8.15M Buy
78,308
+18,473
+31% +$1.8M 0.57% 39
2018
Q4 		$5.5M Sell
59,835
-6,363
-10% -$569K 0.94% 21
2018
Q3 		$5.51M Buy
66,198
+15,003
+29% +$1.23M 0.3% 61
2018
Q2 		$4M Sell
51,195
-3,680
-7% -$277K 0.27% 58
2018
Q1 		$4.35M Buy
54,875
+4,604
+9% +$384K 0.34% 53
2017
Q4 		$4.62M Sell
50,271
-9,914
-16% -$892K 0.41% 47
2017
Q3 		$5.48M Buy
60,185
+3,252
+6% +$296K 0.51% 33
2017
Q2 		$4.96M Buy
56,933
+24,727
+77% +$2.18M 0.59% 33
2017
Q1 		$2.89M Buy
32,206
+11,225
+54% +$995K 0.54% 38
2016
Q4 		$1.76M Buy
+20,981
New +$1.79M 0.71% 27

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AE Wealth Management's PG Position: Q1 2026 in Review

AE Wealth Management reduced its Procter & Gamble (PG) stake by 22% in Q1 2026, selling an estimated $21.5M and leaving 513,197 shares worth $74.1M. The position accounts for 0.4% of the portfolio, ranked #60.

AE Wealth Management first reported a position in PG in Q4 2016 and has held it in 38 quarters since. The position peaked at $102M in Q3 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • AE Wealth Management held 513,197 shares of Procter & Gamble worth $74.1M as of Q1 2026.
  • AE Wealth Management sold 141,741 Procter & Gamble shares in Q1 2026, an estimated $21.5M.
  • Procter & Gamble made up 0.4% of AE Wealth Management's portfolio in Q1 2026, its #60 holding.
  • AE Wealth Management first reported a position in Procter & Gamble in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Procter & Gamble position peaked at $102M in Q3 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.