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

Austin 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 		– Sell
-1,438
Closed -$204K – 144
2025
Q4 		$204K Buy
1,438
+90
+7% +$13.3K 0.03% 158
2025
Q3 		$205K Sell
1,348
-633
-32% -$98.9K 0.03% 155
2025
Q2 		$298K Buy
1,981
+52
+3% +$8.49K 0.05% 101
2025
Q1 		$308K Buy
1,929
+133
+7% +$22.3K 0.06% 97
2024
Q4 		$289K Buy
1,796
+118
+7% +$20.1K 0.06% 99
2024
Q3 		$285K Sell
1,678
-6
-0.4% -$1.02K 0.06% 99
2024
Q2 		$279K Buy
1,684
+4
+0.2% +$654 0.07% 94
2024
Q1 		$282K Sell
1,680
-10,793
-87% -$1.69M 0.07% 90
2023
Q4 		$1.96M Buy
12,473
+46
+0.4% +$6.81K 0.53% 37
2023
Q3 		$1.88M Buy
+12,427
New +$1.9M 0.58% 37

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

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

Austin Wealth Management sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,438 shares — an estimated $204K sold.

Austin Wealth Management first reported a position in PG in Q3 2023 and held it in 10 quarters. The position peaked at $1.96M in Q4 2023. 3,983 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Austin Wealth Management reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Austin Wealth Management sold 1,438 Procter & Gamble shares in Q1 2026, an estimated $204K.
  • Austin Wealth Management first reported a position in Procter & Gamble in Q3 2023 and held it in 10 quarters.
  • Austin Wealth Management's Procter & Gamble position peaked at $1.96M in Q4 2023.
  • 3,983 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Austin Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.