Bradley & Co Private Wealth Management’s Procter & Gamble PG Stock Holding History

Bradley & Co Private 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	$117K	Hold	808	–	–	0.06%	67
2025 Q4	$116K	Hold	808	–	–	0.06%	72
2025 Q3	$124K	Hold	808	–	–	0.07%	58
2025 Q2	$129K	Hold	808	–	–	0.08%	53
2025 Q1	$138K	Hold	808	–	–	0.09%	50
2024 Q4	$135K	Buy	+808	New	+$138K	0.08%	49
2024 Q2	$133K	Hold	808	–	–	0.1%	44
2024 Q1	$131K	Hold	808	–	–	0.11%	43
2023 Q4	$118K	Hold	808	–	–	0.11%	39
2023 Q3	$118K	Buy	808 +3	+0.4%	+$458	0.12%	38
2023 Q2	$122K	Buy	805 +15	+2%	+$2.26K	0.12%	36
2023 Q1	$117K	Hold	790	–	–	0.13%	36
2022 Q4	$120K	Hold	790	–	–	0.15%	41
2022 Q3	$100K	Hold	790	–	–	0.12%	50
2022 Q2	$113K	Buy	790 +26	+3%	+$3.91K	0.12%	58
2022 Q1	$117K	Sell	764 -8	-1%	-$1.25K	0.1%	59
2021 Q4	$126K	Hold	772	–	–	0.1%	62
2021 Q3	$108K	Hold	772	–	–	0.09%	67
2021 Q2	$104K	Hold	772	–	–	0.09%	72
2021 Q1	$104K	Buy	+772	New	+$101K	0.1%	71

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bradley & Co Private Wealth Management's PG Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Procter & Gamble (PG) position steady in Q1 2026 at 808 shares worth $117K. The position accounts for 0.06% of the portfolio, ranked #67.

Bradley & Co Private Wealth Management first reported a position in PG in Q1 2021 and has held it in 20 quarters since. The position peaked at $138K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Bradley & Co Private Wealth Management held 808 shares of Procter & Gamble worth $117K as of Q1 2026.
Bradley & Co Private Wealth Management left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.06% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #67 holding.
Bradley & Co Private Wealth Management first reported a position in Procter & Gamble in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's Procter & Gamble position peaked at $138K in Q1 2025.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.