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Castle Wealth Management’s Procter & Gamble PG Stock Holding History

Castle 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 		$932K Sell
6,453
-11
-0.2% -$1.67K 0.3% 66
2025
Q4 		$926K Sell
6,464
-609
-9% -$89.8K 0.31% 62
2025
Q3 		$1.09M Buy
7,073
+327
+5% +$51.1K 0.37% 60
2025
Q2 		$1.07M Buy
6,746
+371
+6% +$60.6K 0.39% 60
2025
Q1 		$1.09M Sell
6,375
-966
-13% -$162K 0.43% 57
2024
Q4 		$1.23M Buy
7,341
+439
+6% +$74.8K 0.48% 52
2024
Q3 		$1.2M Buy
6,902
+1,335
+24% +$227K 0.48% 50
2024
Q2 		$918K Buy
5,567
+1
+0% +$163 0.44% 55
2024
Q1 		$903K Sell
5,566
-75
-1% -$11.8K 0.47% 58
2023
Q4 		$827K Buy
5,641
+389
+7% +$57.6K 0.5% 51
2023
Q3 		$766K Buy
5,252
+207
+4% +$31.6K 0.55% 48
2023
Q2 		$766K Buy
5,045
+167
+3% +$25.2K 0.53% 45
2023
Q1 		$725K Sell
4,878
-62
-1% -$8.86K 0.56% 43
2022
Q4 		$749K Sell
4,940
-200
-4% -$28K 0.47% 43
2022
Q3 		$649K Buy
5,140
+390
+8% +$55.4K 0.39% 45
2022
Q2 		$683K Buy
+4,750
New +$714K 0.4% 47

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

Castle Wealth Management's PG Position: Q1 2026 in Review

Castle Wealth Management reduced its Procter & Gamble (PG) stake by 0.17% in Q1 2026, selling an estimated $1.67K and leaving 6,453 shares worth $932K. The position accounts for 0.3% of the portfolio, ranked #66.

Castle Wealth Management first reported a position in PG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.23M in Q4 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Castle Wealth Management held 6,453 shares of Procter & Gamble worth $932K as of Q1 2026.
  • Castle Wealth Management sold 11 Procter & Gamble shares in Q1 2026, an estimated $1.67K.
  • Procter & Gamble made up 0.3% of Castle Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Castle Wealth Management first reported a position in Procter & Gamble in Q2 2022 and has held it in 16 quarters since.
  • Castle Wealth Management's Procter & Gamble position peaked at $1.23M in Q4 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.