AW
PG icon

Alaethes Wealth’s Procter & Gamble PG Stock Holding History

Alaethes Wealth’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 		$204K Buy
+1,413
New +$214K 0.06% 121
2025
Q4 		– Sell
-1,422
Closed -$218K – 120
2025
Q3 		$218K Sell
1,422
-169
-11% -$26.4K 0.06% 107
2025
Q2 		$253K Sell
1,591
-20
-1% -$3.26K 0.08% 99
2025
Q1 		$275K Buy
1,611
+17
+1% +$2.85K 0.1% 102
2024
Q4 		$267K Sell
1,594
-20
-1% -$3.41K 0.1% 99
2024
Q3 		$280K Buy
+1,614
New +$274K 0.1% 101
2024
Q1 		– Sell
-1,595
Closed -$234K – 117
2023
Q4 		$234K Buy
1,595
+13
+0.8% +$1.93K 0.11% 106
2023
Q3 		$231K Sell
1,582
-62
-4% -$9.47K 0.13% 103
2023
Q2 		$249K Hold
1,644
– – 0.14% 101
2023
Q1 		$244K Buy
+1,644
New +$235K 0.14% 105
2022
Q4 		– Sell
-1,978
Closed -$250K – 108
2022
Q3 		$250K Hold
1,978
– – 0.18% 93
2022
Q2 		$284K Sell
1,978
-3,354
-63% -$504K 0.21% 92
2022
Q1 		$815K Sell
5,332
-3,749
-41% -$587K 0.52% 76
2021
Q4 		$1.49M Sell
9,081
-44
-0.5% -$6.53K 0.94% 31
2021
Q3 		$1.28M Buy
9,125
+1,108
+14% +$157K 0.93% 36
2021
Q2 		$1.08M Buy
8,017
+426
+6% +$57.6K 0.84% 42
2021
Q1 		$1.03M Buy
+7,591
New +$990K 0.95% 34

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

Alaethes Wealth's PG Position: Q1 2026 in Review

Alaethes Wealth opened a new position in Procter & Gamble (PG) in Q1 2026: 1,413 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #121 among its holdings. This is a return to the name: Alaethes Wealth previously reported a position in PG as recently as Q3 2025.

Alaethes Wealth first reported a position in PG in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.49M in Q4 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Alaethes Wealth held 1,413 shares of Procter & Gamble worth $204K as of Q1 2026.
  • Procter & Gamble was a new Alaethes Wealth position in Q1 2026.
  • Procter & Gamble made up 0.06% of Alaethes Wealth's portfolio in Q1 2026, its #121 holding.
  • Alaethes Wealth first reported a position in Procter & Gamble in Q1 2021 and has held it in 17 quarters since.
  • Alaethes Wealth's Procter & Gamble position peaked at $1.49M in Q4 2021.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.