Alpha Family Trust’s Procter & Gamble PG Stock Holding History

Alpha Family Trust’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	$327K	Hold	2,265	–	–	0.16%	122
2025 Q4	$325K	Hold	2,265	–	–	0.15%	124
2025 Q3	$348K	Sell	2,265 -1,425	-39%	-$223K	0.16%	111
2025 Q2	$588K	Sell	3,690 -1,515	-29%	-$247K	0.29%	64
2025 Q1	$887K	Buy	5,205 +2,940	+130%	+$492K	0.52%	41
2024 Q4	$380K	Hold	2,265	–	–	0.21%	78
2024 Q3	$392K	Sell	2,265 -450	-17%	-$76.4K	0.22%	80
2024 Q2	$448K	Buy	2,715 +450	+20%	+$73.6K	0.26%	64
2024 Q1	$367K	Hold	2,265	–	–	0.22%	82
2023 Q4	$332K	Sell	2,265 -1,035	-31%	-$153K	0.22%	86
2023 Q3	$481K	Hold	3,300	–	–	0.37%	56
2023 Q2	$501K	Sell	3,300 -480	-13%	-$72.3K	0.35%	48
2023 Q1	$562K	Buy	3,780 +1,380	+58%	+$197K	0.45%	44
2022 Q4	$364K	Sell	2,400 -355	-13%	-$49.8K	0.33%	66
2022 Q3	$348K	Sell	2,755 -545	-17%	-$77.4K	0.26%	26
2022 Q2	$475K	Buy	+3,300	New	+$496K	0.3%	24

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alpha Family Trust's PG Position: Q1 2026 in Review

Alpha Family Trust held its Procter & Gamble (PG) position steady in Q1 2026 at 2,265 shares worth $327K. The position accounts for 0.16% of the portfolio, ranked #122.

Alpha Family Trust first reported a position in PG in Q2 2022 and has held it in 16 quarters since. The position peaked at $887K in Q1 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Alpha Family Trust held 2,265 shares of Procter & Gamble worth $327K as of Q1 2026.
Alpha Family Trust left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.16% of Alpha Family Trust's portfolio in Q1 2026, its #122 holding.
Alpha Family Trust first reported a position in Procter & Gamble in Q2 2022 and has held it in 16 quarters since.
Alpha Family Trust's Procter & Gamble position peaked at $887K in Q1 2025.
3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.