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Atlantic Private Wealth’s Procter & Gamble PG Stock Holding History

Atlantic Private 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 		$21.7K Hold
150
– – 0.01% 170
2025
Q4 		$21.5K Sell
150
-2
-1% -$295 0.01% 168
2025
Q3 		$23.4K Buy
152
+45
+42% +$7.03K 0.02% 146
2025
Q2 		$17K Hold
107
– – 0.01% 163
2025
Q1 		$18.2K Sell
107
-100
-48% -$16.7K 0.01% 160
2024
Q4 		$34.6K Buy
207
+101
+95% +$17.2K 0.03% 107
2024
Q3 		$18.4K Hold
106
– – 0.01% 137
2024
Q2 		$17.5K Hold
106
– – 0.01% 77
2024
Q1 		$17.2K Hold
106
– – 0.01% 79
2023
Q4 		$15.5K Buy
106
+1
+1% +$148 0.01% 79
2023
Q3 		$15.4K Hold
105
– – 0.02% 74
2023
Q2 		$16K Hold
105
– – 0.02% 75
2023
Q1 		$15.6K Buy
+105
New +$15K 0.02% 70

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

Atlantic Private Wealth's PG Position: Q1 2026 in Review

Atlantic Private Wealth held its Procter & Gamble (PG) position steady in Q1 2026 at 150 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #170.

Atlantic Private Wealth first reported a position in PG in Q1 2023 and has held it in 13 quarters since. The position peaked at $34.6K in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Atlantic Private Wealth held 150 shares of Procter & Gamble worth $21.7K as of Q1 2026.
  • Atlantic Private Wealth left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #170 holding.
  • Atlantic Private Wealth first reported a position in Procter & Gamble in Q1 2023 and has held it in 13 quarters since.
  • Atlantic Private Wealth's Procter & Gamble position peaked at $34.6K in Q4 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.