AWM
PG icon

Avaii Wealth Management’s Procter & Gamble PG Stock Holding History

Avaii 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 Sell
1,640
-101
-6% -$15.3K 0.08% 144
2025
Q4 		$250K Buy
1,741
+22
+1% +$3.24K 0.09% 132
2025
Q3 		$264K Sell
1,719
-402
-19% -$62.8K 0.1% 118
2025
Q2 		$338K Buy
2,121
+188
+10% +$30.7K 0.15% 87
2025
Q1 		$329K Buy
1,933
+76
+4% +$12.7K 0.18% 81
2024
Q4 		$311K Sell
1,857
-32
-2% -$5.45K 0.15% 90
2024
Q3 		$327K Sell
1,889
-202
-10% -$34.3K 0.17% 88
2024
Q2 		$345K Sell
2,091
-18
-0.9% -$2.94K 0.19% 92
2024
Q1 		$342K Buy
2,109
+54
+3% +$8.47K 0.2% 95
2023
Q4 		$301K Buy
2,055
+343
+20% +$50.8K 0.2% 110
2023
Q3 		$250K Buy
1,712
+61
+4% +$9.32K 0.19% 116
2023
Q2 		$251K Sell
1,651
-15
-0.9% -$2.26K 0.19% 119
2023
Q1 		$248K Sell
1,666
-2
-0.1% -$286 0.22% 110
2022
Q4 		$253K Buy
+1,668
New +$234K 0.23% 105

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

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

Avaii Wealth Management reduced its Procter & Gamble (PG) stake by 5.8% in Q1 2026, selling an estimated $15.3K and leaving 1,640 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #144.

Avaii Wealth Management first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $345K in Q2 2024. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Avaii Wealth Management held 1,640 shares of Procter & Gamble worth $237K as of Q1 2026.
  • Avaii Wealth Management sold 101 Procter & Gamble shares in Q1 2026, an estimated $15.3K.
  • Procter & Gamble made up 0.08% of Avaii Wealth Management's portfolio in Q1 2026, its #144 holding.
  • Avaii Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Avaii Wealth Management's Procter & Gamble position peaked at $345K in Q2 2024.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.