BBA
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Braun-Bostich & Associates’s Procter & Gamble PG Stock Holding History

Braun-Bostich & Associates’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 		$489K Buy
3,388
+100
+3% +$15.2K 0.31% 58
2025
Q4 		$471K Sell
3,288
-284
-8% -$41.9K 0.29% 62
2025
Q3 		$549K Sell
3,572
-8
-0.2% -$1.25K 0.35% 56
2025
Q2 		$570K Buy
3,580
+166
+5% +$27.1K 0.39% 54
2025
Q1 		$582K Buy
3,414
+35
+1% +$5.86K 0.43% 54
2024
Q4 		$566K Buy
3,379
+102
+3% +$17.4K 0.41% 51
2024
Q3 		$568K Sell
3,277
-44
-1% -$7.47K 0.4% 49
2024
Q2 		$548K Buy
3,321
+585
+21% +$95.6K 0.41% 51
2024
Q1 		$444K Sell
2,736
-170
-6% -$26.7K 0.37% 69
2023
Q4 		$426K Buy
+2,906
New +$430K 0.38% 65
2023
Q3 		– Sell
-2,760
Closed -$419K – 92
2023
Q2 		$419K Buy
2,760
+471
+21% +$71K 0.9% 44
2023
Q1 		$340K Buy
+2,289
New +$327K 0.81% 46
2020
Q4 		– Sell
-3,115
Closed -$433K – 168
2020
Q3 		$433K Sell
3,115
-2,665
-46% -$354K 0.43% 33
2020
Q2 		$691K Hold
5,780
– – 0.67% 20
2020
Q1 		$632K Sell
5,780
-411
-7% -$49.3K 0.81% 21
2019
Q4 		$764K Buy
6,191
+546
+10% +$66.8K 0.75% 24
2019
Q3 		$702K Sell
5,645
-136
-2% -$16.1K 0.82% 24
2019
Q2 		$634K Buy
5,781
+6
+0.1% +$640 0.66% 28
2019
Q1 		$601K Sell
5,775
-2,238
-28% -$218K 0.63% 34
2018
Q4 		$737K Buy
8,013
+203
+3% +$18.1K 0.78% 32
2018
Q3 		$650K Buy
7,810
+358
+5% +$29.3K 0.63% 55
2018
Q2 		$582K Buy
7,452
+1,338
+22% +$101K 0.58% 59
2018
Q1 		$485K Buy
6,114
+1,099
+22% +$91.6K 0.42% 74
2017
Q4 		$461K Buy
+5,015
New +$451K 0.39% 73

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

Braun-Bostich & Associates's PG Position: Q1 2026 in Review

Braun-Bostich & Associates increased its Procter & Gamble (PG) stake by 3% in Q1 2026, buying an estimated $15.2K and bringing the position to 3,388 shares worth $489K. The position accounts for 0.31% of the portfolio, ranked #58.

Braun-Bostich & Associates first reported a position in PG in Q4 2017 and has held it in 24 quarters since. The position peaked at $764K in Q4 2019. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Braun-Bostich & Associates held 3,388 shares of Procter & Gamble worth $489K as of Q1 2026.
  • Braun-Bostich & Associates bought 100 Procter & Gamble shares in Q1 2026, an estimated $15.2K.
  • Procter & Gamble made up 0.31% of Braun-Bostich & Associates's portfolio in Q1 2026, its #58 holding.
  • Braun-Bostich & Associates first reported a position in Procter & Gamble in Q4 2017 and has held it in 24 quarters since.
  • Braun-Bostich & Associates's Procter & Gamble position peaked at $764K in Q4 2019.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Braun-Bostich & Associates's 13F filing for Q1 2026, filed 15 Apr 2026.