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Burling Wealth Partners’s Procter & Gamble PG Stock Holding History

Burling Wealth Partners’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 		$3.7M Sell
25,617
-3,238
-11% -$491K 0.6% 46
2025
Q4 		$4.14M Sell
28,855
-19
-0.1% -$2.8K 0.64% 41
2025
Q3 		$4.44M Sell
28,874
-4,526
-14% -$707K 0.73% 38
2025
Q2 		$5.32M Sell
33,400
-1,169
-3% -$191K 0.98% 29
2025
Q1 		$5.89M Sell
34,569
-1,433
-4% -$240K 1.24% 21
2024
Q4 		$6.04M Buy
+36,002
New +$6.13M 1.23% 21

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

Burling Wealth Partners's PG Position: Q1 2026 in Review

Burling Wealth Partners reduced its Procter & Gamble (PG) stake by 11% in Q1 2026, selling an estimated $491K and leaving 25,617 shares worth $3.7M. The position accounts for 0.6% of the portfolio, ranked #46.

Burling Wealth Partners first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.04M in Q4 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Burling Wealth Partners held 25,617 shares of Procter & Gamble worth $3.7M as of Q1 2026.
  • Burling Wealth Partners sold 3,238 Procter & Gamble shares in Q1 2026, an estimated $491K.
  • Procter & Gamble made up 0.6% of Burling Wealth Partners's portfolio in Q1 2026, its #46 holding.
  • Burling Wealth Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Procter & Gamble position peaked at $6.04M in Q4 2024.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.