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Bridge Generations Wealth Management’s Procter & Gamble PG Stock Holding History

Bridge Generations 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 		– Sell
-4
Closed -$574 – 97
2025
Q4 		$574 Hold
4
– – ﹤0.01% 108
2025
Q3 		$615 Hold
4
– – ﹤0.01% 110
2025
Q2 		$638 Hold
4
– – ﹤0.01% 101
2025
Q1 		$682 Buy
4
+3
+300% +$502 ﹤0.01% 119
2024
Q4 		$168 Buy
+1
New +$170 ﹤0.01% 97

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bridge Generations Wealth Management's PG Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 4 shares — an estimated $574 sold.

Bridge Generations Wealth Management first reported a position in PG in Q4 2024 and held it in 5 quarters. The position peaked at $682 in Q1 2025. 4,008 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 4 Procter & Gamble shares in Q1 2026, an estimated $574.
  • Bridge Generations Wealth Management first reported a position in Procter & Gamble in Q4 2024 and held it in 5 quarters.
  • Bridge Generations Wealth Management's Procter & Gamble position peaked at $682 in Q1 2025.
  • 4,008 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.