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

Ariadne 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 		$237K Buy
1,639
+72
+5% +$10.9K 0.11% 203
2025
Q4 		$254K Buy
+1,567
New +$231K 0.11% 201

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

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

Ariadne Wealth Management increased its Procter & Gamble (PG) stake by 4.6% in Q1 2026, buying an estimated $10.9K and bringing the position to 1,639 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #203.

Ariadne Wealth Management first reported a position in PG in Q4 2025 and has held it in 2 quarters since. The position peaked at $254K in Q4 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Ariadne Wealth Management held 1,639 shares of Procter & Gamble worth $237K as of Q1 2026.
  • Ariadne Wealth Management bought 72 Procter & Gamble shares in Q1 2026, an estimated $10.9K.
  • Procter & Gamble made up 0.11% of Ariadne Wealth Management's portfolio in Q1 2026, its #203 holding.
  • Ariadne Wealth Management first reported a position in Procter & Gamble in Q4 2025 and has held it in 2 quarters since.
  • Ariadne Wealth Management's Procter & Gamble position peaked at $254K in Q4 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.