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

Concord 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 		$3.72M Buy
25,761
+3,320
+15% +$503K 0.48% 49
2025
Q4 		$3.22M Buy
22,441
+621
+3% +$91.6K 0.42% 55
2025
Q3 		$3.35M Buy
21,820
+154
+0.7% +$24.1K 0.46% 42
2025
Q2 		$3.45M Buy
21,666
+804
+4% +$131K 0.5% 43
2025
Q1 		$3.56M Buy
20,862
+29
+0.1% +$4.86K 0.58% 39
2024
Q4 		$3.49M Sell
20,833
-6,127
-23% -$1.04M 0.57% 40
2024
Q3 		$4.67M Buy
26,960
+395
+1% +$67.1K 0.78% 35
2024
Q2 		$4.38M Buy
26,565
+1,468
+6% +$240K 0.77% 32
2024
Q1 		$4.07M Buy
25,097
+3,605
+17% +$565K 0.73% 35
2023
Q4 		$3.15M Buy
21,492
+4,026
+23% +$596K 0.63% 38
2023
Q3 		$2.55M Buy
17,466
+1,232
+8% +$188K 0.54% 35
2023
Q2 		$2.46M Buy
16,234
+4,966
+44% +$748K 0.53% 36
2023
Q1 		$1.68M Buy
11,268
+2,727
+32% +$390K 0.48% 33
2022
Q4 		$1.29M Sell
8,541
-3,385
-28% -$475K 0.39% 39
2022
Q3 		$1.51M Sell
11,926
-362
-3% -$51.4K 0.48% 37
2022
Q2 		$1.77M Buy
12,288
+11
+0.1% +$1.65K 0.49% 33
2022
Q1 		$1.88M Buy
12,277
+308
+3% +$48.2K 0.49% 30
2021
Q4 		$1.96M Buy
11,969
+7,291
+156% +$1.08M 0.48% 28
2021
Q3 		$654K Sell
4,678
-4,145
-47% -$588K 0.27% 29
2021
Q2 		$1.19M Buy
8,823
+1,023
+13% +$138K 0.34% 28
2021
Q1 		$1.06M Buy
7,800
+3,720
+91% +$485K 0.36% 26
2020
Q4 		$568K Buy
+4,080
New +$570K 0.44% 28

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

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

Concord Wealth Partners increased its Procter & Gamble (PG) stake by 15% in Q1 2026, buying an estimated $503K and bringing the position to 25,761 shares worth $3.72M. The position accounts for 0.48% of the portfolio, ranked #49.

Concord Wealth Partners first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.67M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Concord Wealth Partners held 25,761 shares of Procter & Gamble worth $3.72M as of Q1 2026.
  • Concord Wealth Partners bought 3,320 Procter & Gamble shares in Q1 2026, an estimated $503K.
  • Procter & Gamble made up 0.48% of Concord Wealth Partners's portfolio in Q1 2026, its #49 holding.
  • Concord Wealth Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Procter & Gamble position peaked at $4.67M in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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