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

Aviso 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 		$1.57M Buy
10,849
+4,936
+83% +$748K 0.71% 35
2025
Q4 		$847K Buy
5,913
+73
+1% +$10.8K 0.36% 66
2025
Q3 		$897K Buy
5,840
+37
+0.6% +$5.78K 0.39% 63
2025
Q2 		$924K Buy
5,803
+222
+4% +$36.2K 0.43% 58
2025
Q1 		$951K Buy
5,581
+158
+3% +$26.5K 0.51% 54
2024
Q4 		$909K Buy
5,423
+3,547
+189% +$604K 0.46% 59
2024
Q3 		$325K Sell
1,876
-1,146
-38% -$195K 0.18% 109
2024
Q2 		$498K Sell
3,022
-212
-7% -$34.7K 0.3% 77
2024
Q1 		$525K Sell
3,234
-486
-13% -$76.2K 0.33% 79
2023
Q4 		$545K Buy
+3,720
New +$551K 0.4% 61

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

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

Aviso Wealth Management increased its Procter & Gamble (PG) stake by 83% in Q1 2026, buying an estimated $748K and bringing the position to 10,849 shares worth $1.57M. The position accounts for 0.71% of the portfolio, ranked #35.

Aviso Wealth Management first reported a position in PG in Q4 2023 and has held it in 10 quarters since. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Aviso Wealth Management held 10,849 shares of Procter & Gamble worth $1.57M as of Q1 2026.
  • Aviso Wealth Management bought 4,936 Procter & Gamble shares in Q1 2026, an estimated $748K.
  • Procter & Gamble made up 0.71% of Aviso Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Aviso Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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