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Catalyst Private Wealth’s Procter & Gamble PG Stock Holding History

Catalyst Private Wealth’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 		$285K Buy
1,971
+97
+5% +$14.7K 0.15% 67
2025
Q4 		$269K Buy
1,874
+114
+6% +$16.8K 0.12% 73
2025
Q3 		$270K Buy
1,760
+50
+3% +$7.81K 0.12% 70
2025
Q2 		$272K Buy
1,710
+476
+39% +$77.7K 0.12% 67
2025
Q1 		$210K Hold
1,234
– – 0.1% 75
2024
Q4 		$207K Buy
+1,234
New +$210K 0.09% 81
2024
Q2 		– Sell
-1,545
Closed -$251K – 82
2024
Q1 		$251K Buy
+1,545
New +$242K 0.13% 66
2020
Q4 		– Sell
-139
Closed -$19K – 216
2020
Q3 		$19K Buy
+139
New +$18.5K 0.02% 171

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

Catalyst Private Wealth's PG Position: Q1 2026 in Review

Catalyst Private Wealth increased its Procter & Gamble (PG) stake by 5.2% in Q1 2026, buying an estimated $14.7K and bringing the position to 1,971 shares worth $285K. The position accounts for 0.15% of the portfolio, ranked #67.

Catalyst Private Wealth first reported a position in PG in Q3 2020 and has held it in 8 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Catalyst Private Wealth held 1,971 shares of Procter & Gamble worth $285K as of Q1 2026.
  • Catalyst Private Wealth bought 97 Procter & Gamble shares in Q1 2026, an estimated $14.7K.
  • Procter & Gamble made up 0.15% of Catalyst Private Wealth's portfolio in Q1 2026, its #67 holding.
  • Catalyst Private Wealth first reported a position in Procter & Gamble in Q3 2020 and has held it in 8 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Catalyst Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.