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

Defined 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 		$230K Buy
1,591
+125
+9% +$18.9K 0.13% 106
2025
Q4 		$210K Buy
+1,466
New +$216K 0.12% 109
2021
Q1 		– Sell
-114
Closed -$16K – 167
2020
Q4 		$16K Buy
+114
New +$15.9K 0.02% 168

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

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

Defined Wealth Management increased its Procter & Gamble (PG) stake by 8.5% in Q1 2026, buying an estimated $18.9K and bringing the position to 1,591 shares worth $230K. The position accounts for 0.13% of the portfolio, ranked #106.

Defined Wealth Management first reported a position in PG in Q4 2020 and has held it in 3 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Defined Wealth Management held 1,591 shares of Procter & Gamble worth $230K as of Q1 2026.
  • Defined Wealth Management bought 125 Procter & Gamble shares in Q1 2026, an estimated $18.9K.
  • Procter & Gamble made up 0.13% of Defined Wealth Management's portfolio in Q1 2026, its #106 holding.
  • Defined Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 3 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.