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Covestor’s Procter & Gamble PG Stock Holding History

Covestor’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 		$74K Sell
513
-267
-34% -$40.5K 0.05% 450
2025
Q4 		$112K Sell
780
-29
-4% -$4.28K 0.06% 515
2025
Q3 		$124K Sell
809
-18
-2% -$2.81K 0.07% 454
2025
Q2 		$132K Sell
827
-27
-3% -$4.41K 0.08% 390
2025
Q1 		$146K Sell
854
-16
-2% -$2.68K 0.1% 265
2024
Q4 		$146K Buy
870
+46
+6% +$7.83K 0.09% 304
2024
Q3 		$143K Buy
824
+22
+3% +$3.73K 0.09% 332
2024
Q2 		$133K Sell
802
-4
-0.5% -$654 0.09% 329
2024
Q1 		$131K Buy
806
+25
+3% +$3.92K 0.08% 350
2023
Q4 		$115K Buy
781
+6
+0.8% +$889 0.08% 404
2023
Q3 		$113K Sell
775
-118
-13% -$18K 0.09% 346
2023
Q2 		$136K Sell
893
-13
-1% -$1.96K 0.1% 279
2023
Q1 		$135K Buy
906
+84
+10% +$12K 0.12% 238
2022
Q4 		$125K Sell
822
-63
-7% -$8.83K 0.1% 296
2022
Q3 		$112K Sell
885
-988
-53% -$140K 0.1% 300
2022
Q2 		$269K Sell
1,873
-187
-9% -$28.1K 0.21% 62
2022
Q1 		$315K Buy
2,060
+971
+89% +$152K 0.21% 58
2021
Q4 		$178K Buy
+1,089
New +$162K 0.25% 41

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

Covestor's PG Position: Q1 2026 in Review

Covestor reduced its Procter & Gamble (PG) stake by 34% in Q1 2026, selling an estimated $40.5K and leaving 513 shares worth $74K. The position accounts for 0.05% of the portfolio, ranked #450.

Covestor first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $315K in Q1 2022. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Covestor held 513 shares of Procter & Gamble worth $74K as of Q1 2026.
  • Covestor sold 267 Procter & Gamble shares in Q1 2026, an estimated $40.5K.
  • Procter & Gamble made up 0.05% of Covestor's portfolio in Q1 2026, its #450 holding.
  • Covestor first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Procter & Gamble position peaked at $315K in Q1 2022.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.