CWI
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Conscious Wealth Investments’s Procter & Gamble PG Stock Holding History

Conscious Wealth Investments’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
-1,391
Closed -$221K – 65
2025
Q4 		$221K Buy
1,391
+43
+3% +$6.34K 0.13% 58
2025
Q3 		$203K Buy
1,348
+7
+0.5% +$1.09K 0.12% 57
2025
Q2 		$210K Hold
1,341
– – 0.13% 53
2025
Q1 		$211K Buy
+1,341
New +$225K 0.15% 52

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

Conscious Wealth Investments's PG Position: Q1 2026 in Review

Conscious Wealth Investments sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,391 shares — an estimated $221K sold.

Conscious Wealth Investments first reported a position in PG in Q1 2025 and held it in 4 quarters. The position peaked at $221K in Q4 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Conscious Wealth Investments reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Conscious Wealth Investments sold 1,391 Procter & Gamble shares in Q1 2026, an estimated $221K.
  • Conscious Wealth Investments first reported a position in Procter & Gamble in Q1 2025 and held it in 4 quarters.
  • Conscious Wealth Investments's Procter & Gamble position peaked at $221K in Q4 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.