DWG
PG icon

Darden Wealth Group’s Procter & Gamble PG Stock Holding History

Darden Wealth Group’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 		$484K Hold
3,353
– – 0.25% 89
2025
Q4 		$481K Sell
3,353
-40
-1% -$5.9K 0.23% 82
2025
Q3 		$521K Sell
3,393
-80
-2% -$12.5K 0.27% 76
2025
Q2 		$553K Sell
3,473
-183
-5% -$29.9K 0.33% 66
2025
Q1 		$623K Sell
3,656
-44
-1% -$7.37K 0.48% 49
2024
Q4 		$620K Sell
3,700
-50
-1% -$8.52K 0.42% 52
2024
Q3 		$650K Sell
3,750
-1
-0% -$170 0.47% 50
2024
Q2 		$619K Sell
3,751
-129
-3% -$21.1K 0.37% 50
2024
Q1 		$630K Sell
3,880
-702
-15% -$110K 0.49% 57
2023
Q4 		$671K Buy
+4,582
New +$679K 0.65% 45

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

Darden Wealth Group's PG Position: Q1 2026 in Review

Darden Wealth Group held its Procter & Gamble (PG) position steady in Q1 2026 at 3,353 shares worth $484K. The position accounts for 0.25% of the portfolio, ranked #89.

Darden Wealth Group first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $671K in Q4 2023. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Darden Wealth Group held 3,353 shares of Procter & Gamble worth $484K as of Q1 2026.
  • Darden Wealth Group left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.25% of Darden Wealth Group's portfolio in Q1 2026, its #89 holding.
  • Darden Wealth Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Darden Wealth Group's Procter & Gamble position peaked at $671K in Q4 2023.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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