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Daner Wealth Management’s Procter & Gamble PG Stock Holding History

Daner Wealth Management’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 		$318K Sell
2,209
-230
-9% -$34.9K 0.19% 57
2025
Q4 		$388K Buy
2,439
+211
+9% +$31.1K 0.24% 55
2025
Q3 		$337K Hold
2,228
– – 0.22% 53
2025
Q2 		$346K Buy
+2,228
New +$364K 0.24% 50
2024
Q4 		$373K Buy
+2,228
New +$379K 0.27% 40

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

Daner Wealth Management's PG Position: Q1 2026 in Review

Daner Wealth Management reduced its Procter & Gamble (PG) stake by 9.4% in Q1 2026, selling an estimated $34.9K and leaving 2,209 shares worth $318K. The position accounts for 0.19% of the portfolio, ranked #57.

Daner Wealth Management first reported a position in PG in Q4 2024 and has held it in 5 quarters since. The position peaked at $388K in Q4 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Daner Wealth Management held 2,209 shares of Procter & Gamble worth $318K as of Q1 2026.
  • Daner Wealth Management sold 230 Procter & Gamble shares in Q1 2026, an estimated $34.9K.
  • Procter & Gamble made up 0.19% of Daner Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Daner Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 5 quarters since.
  • Daner Wealth Management's Procter & Gamble position peaked at $388K in Q4 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Daner Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.