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Badgley Phelps Wealth Managers’s Procter & Gamble PG Stock Holding History

Badgley Phelps Wealth Managers’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 		$30M Buy
207,650
+2,288
+1% +$347K 0.6% 43
2025
Q4 		$29.4M Sell
205,362
-6,443
-3% -$950K 0.54% 49
2025
Q3 		$32.5M Buy
211,805
+1,140
+0.5% +$178K 0.68% 39
2025
Q2 		$33.6M Buy
210,665
+438
+0.2% +$71.5K 0.74% 34
2025
Q1 		$35.8M Sell
210,227
-33
-0% -$5.53K 0.86% 30
2024
Q4 		$35.3M Buy
210,260
+910
+0.4% +$155K 0.82% 33
2024
Q3 		$36.3M Buy
209,350
+3,824
+2% +$649K 0.84% 30
2024
Q2 		$33.9M Sell
205,526
-30,982
-13% -$5.07M 0.84% 32
2024
Q1 		$38.4M Buy
236,508
+6,358
+3% +$997K 0.96% 26
2023
Q4 		$33.7M Buy
230,150
+11,014
+5% +$1.63M 0.92% 33
2023
Q3 		$32M Buy
219,136
+8,165
+4% +$1.25M 1.09% 25
2023
Q2 		$32M Buy
210,971
+7,586
+4% +$1.14M 1.06% 28
2023
Q1 		$30.2M Buy
203,385
+3,906
+2% +$558K 1.11% 26
2022
Q4 		$30.2M Sell
199,479
-1,728
-0.9% -$242K 1.21% 24
2022
Q3 		$25.4M Buy
201,207
+5,516
+3% +$784K 1.09% 25
2022
Q2 		$28.1M Buy
195,691
+31,464
+19% +$4.73M 1.16% 22
2022
Q1 		$25.1M Buy
164,227
+49,016
+43% +$7.67M 0.87% 34
2021
Q4 		$18.8M Buy
115,211
+6,055
+6% +$899K 0.61% 57
2021
Q3 		$15.3M Buy
+109,156
New +$15.5M 0.55% 62

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

Badgley Phelps Wealth Managers's PG Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Procter & Gamble (PG) stake by 1.1% in Q1 2026, buying an estimated $347K and bringing the position to 207,650 shares worth $30M. The position accounts for 0.6% of the portfolio, ranked #43.

Badgley Phelps Wealth Managers first reported a position in PG in Q3 2021 and has held it in 19 quarters since. The position peaked at $38.4M in Q1 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Badgley Phelps Wealth Managers held 207,650 shares of Procter & Gamble worth $30M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 2,288 Procter & Gamble shares in Q1 2026, an estimated $347K.
  • Procter & Gamble made up 0.6% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #43 holding.
  • Badgley Phelps Wealth Managers first reported a position in Procter & Gamble in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Procter & Gamble position peaked at $38.4M in Q1 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.