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
2021
Q4 		– Sell
-6,900
Closed -$19K – 1762
2021
Q3 		$19K Buy
+6,900
New +$978K ﹤0.01% 1597

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.