DecisionPoint Financial’s Procter & Gamble PG Stock Holding History

DecisionPoint Financial’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	$15.5K	Hold	107	–	–	﹤0.01%	158
2025 Q4	$15.3K	Buy	107 +90	+529%	+$13.3K	﹤0.01%	161
2025 Q3	$2.6K	Sell	17 -170	-91%	-$26.6K	﹤0.01%	219
2025 Q2	$30.1K	Sell	187 -143	-43%	-$23.3K	0.01%	106
2025 Q1	$56.2K	Hold	330	–	–	0.02%	72
2024 Q4	$55.3K	Buy	330 +105	+47%	+$17.9K	0.02%	71
2024 Q3	$39K	Hold	225	–	–	0.01%	93
2024 Q2	$36.2K	Hold	225	–	–	0.01%	92
2024 Q1	$36.3K	Hold	225	–	–	0.01%	94
2023 Q4	$33K	Hold	225	–	–	0.01%	87
2023 Q3	$32.8K	Hold	225	–	–	0.02%	80
2023 Q2	$34.1K	Hold	225	–	–	0.02%	79
2023 Q1	$33.5K	Hold	225	–	–	0.02%	75
2022 Q4	$34.1K	Buy	+225	New	+$31.5K	0.02%	70

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

DecisionPoint Financial's PG Position: Q1 2026 in Review

DecisionPoint Financial held its Procter & Gamble (PG) position steady in Q1 2026 at 107 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

DecisionPoint Financial first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $56.2K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

DecisionPoint Financial held 107 shares of Procter & Gamble worth $15.5K as of Q1 2026.
DecisionPoint Financial left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #158 holding.
DecisionPoint Financial first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
DecisionPoint Financial's Procter & Gamble position peaked at $56.2K in Q1 2025.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.