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

Crestmont 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 		$392K Buy
2,711
+831
+44% +$126K 0.12% 69
2025
Q4 		$269K Buy
1,880
+32
+2% +$4.72K 0.09% 71
2025
Q3 		$284K Buy
1,848
+198
+12% +$30.9K 0.09% 69
2025
Q2 		$263K Buy
1,650
+28
+2% +$4.57K 0.1% 64
2025
Q1 		$276K Buy
1,622
+162
+11% +$27.1K 0.12% 59
2024
Q4 		$245K Sell
1,460
-329
-18% -$56K 0.11% 61
2024
Q3 		$310K Buy
1,789
+32
+2% +$5.43K 0.14% 55
2024
Q2 		$290K Buy
+1,757
New +$287K 0.14% 55

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

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

Crestmont Private Wealth increased its Procter & Gamble (PG) stake by 44% in Q1 2026, buying an estimated $126K and bringing the position to 2,711 shares worth $392K. The position accounts for 0.12% of the portfolio, ranked #69.

Crestmont Private Wealth first reported a position in PG in Q2 2024 and has held it in 8 quarters since. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Crestmont Private Wealth held 2,711 shares of Procter & Gamble worth $392K as of Q1 2026.
  • Crestmont Private Wealth bought 831 Procter & Gamble shares in Q1 2026, an estimated $126K.
  • Procter & Gamble made up 0.12% of Crestmont Private Wealth's portfolio in Q1 2026, its #69 holding.
  • Crestmont Private Wealth first reported a position in Procter & Gamble in Q2 2024 and has held it in 8 quarters since.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.