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Boomfish Wealth Group’s Procter & Gamble PG Stock Holding History

Boomfish Wealth Group’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 		$1.98M Buy
13,688
+8,729
+176% +$1.32M 1.06% 46
2025
Q4 		$711K Sell
4,959
-108
-2% -$15.9K 0.38% 68
2025
Q3 		$779K Buy
5,067
+32
+0.6% +$5K 0.42% 67
2025
Q2 		$802K Sell
5,035
-658
-12% -$107K 0.46% 66
2025
Q1 		$970K Buy
5,693
+633
+13% +$106K 0.63% 56
2024
Q4 		$848K Buy
5,060
+36
+0.7% +$6.13K 0.51% 65
2024
Q3 		$870K Sell
5,024
-81
-2% -$13.8K 0.53% 72
2024
Q2 		$842K Buy
5,105
+30
+0.6% +$4.91K 0.54% 76
2024
Q1 		$823K Buy
5,075
+111
+2% +$17.4K 0.55% 74
2023
Q4 		$727K Buy
+4,964
New +$735K 0.53% 72

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

Boomfish Wealth Group's PG Position: Q1 2026 in Review

Boomfish Wealth Group increased its Procter & Gamble (PG) stake by 176% in Q1 2026, buying an estimated $1.32M and bringing the position to 13,688 shares worth $1.98M. The position accounts for 1.06% of the portfolio, ranked #46.

Boomfish Wealth Group 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.

  • Boomfish Wealth Group held 13,688 shares of Procter & Gamble worth $1.98M as of Q1 2026.
  • Boomfish Wealth Group bought 8,729 Procter & Gamble shares in Q1 2026, an estimated $1.32M.
  • Procter & Gamble made up 1.06% of Boomfish Wealth Group's portfolio in Q1 2026, its #46 holding.
  • Boomfish Wealth Group 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 Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.