Consilium Wealth Advisory’s Procter & Gamble PG Stock Holding History

Consilium Wealth Advisory’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	$542K	Buy	3,754 +558	+17%	+$84.6K	0.19%	69
2025 Q4	$458K	Hold	3,196	–	–	0.17%	69
2025 Q3	$491K	Buy	3,196 +100	+3%	+$15.6K	0.19%	70
2025 Q2	$493K	Hold	3,096	–	–	0.21%	66
2025 Q1	$528K	Buy	3,096 +96	+3%	+$16.1K	0.26%	56
2024 Q4	$503K	Hold	3,000	–	–	0.24%	59
2024 Q3	$520K	Hold	3,000	–	–	0.28%	56
2024 Q2	$495K	Hold	3,000	–	–	0.27%	57
2024 Q1	$487K	Hold	3,000	–	–	0.27%	58
2023 Q4	$440K	Hold	3,000	–	–	0.26%	60
2023 Q3	$438K	Hold	3,000	–	–	0.31%	57
2023 Q2	$455K	Hold	3,000	–	–	0.32%	57
2023 Q1	$446K	Hold	3,000	–	–	0.38%	53
2022 Q4	$455K	Hold	3,000	–	–	0.39%	52
2022 Q3	$379K	Sell	3,000 -52	-2%	-$7.39K	0.42%	52
2022 Q2	$439K	Hold	3,052	–	–	0.47%	55
2022 Q1	$466K	Buy	3,052 +10	+0.3%	+$1.56K	0.33%	60
2021 Q4	$498K	Buy	+3,042	New	+$452K	0.32%	62

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Consilium Wealth Advisory's PG Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Procter & Gamble (PG) stake by 17% in Q1 2026, buying an estimated $84.6K and bringing the position to 3,754 shares worth $542K. The position accounts for 0.19% of the portfolio, ranked #69.

Consilium Wealth Advisory first reported a position in PG in Q4 2021 and has held it in 18 quarters since. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Consilium Wealth Advisory held 3,754 shares of Procter & Gamble worth $542K as of Q1 2026.
Consilium Wealth Advisory bought 558 Procter & Gamble shares in Q1 2026, an estimated $84.6K.
Procter & Gamble made up 0.19% of Consilium Wealth Advisory's portfolio in Q1 2026, its #69 holding.
Consilium Wealth Advisory first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.