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Denver PWM’s Procter & Gamble PG Stock Holding History

Denver PWM’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 		$231K Sell
1,580
-281
-15% -$42.6K 0.08% 82
2025
Q4 		$296K Hold
1,861
– – 0.1% 65
2025
Q3 		$296K Hold
1,861
– – 0.09% 67
2025
Q2 		$296K Buy
+1,861
New +$304K 0.09% 67
2025
Q1 		– Sell
-439
Closed -$73.7K – 182
2024
Q4 		$73.7K Hold
439
– – 0.03% 88
2024
Q3 		$76.1K Sell
439
-10
-2% -$1.7K 0.03% 91
2024
Q2 		$74K Buy
+449
New +$73.4K 0.03% 106

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

Denver PWM's PG Position: Q1 2026 in Review

Denver PWM reduced its Procter & Gamble (PG) stake by 15% in Q1 2026, selling an estimated $42.6K and leaving 1,580 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #82.

Denver PWM first reported a position in PG in Q2 2024 and has held it in 7 quarters since. The position peaked at $296K in Q4 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Denver PWM held 1,580 shares of Procter & Gamble worth $231K as of Q1 2026.
  • Denver PWM sold 281 Procter & Gamble shares in Q1 2026, an estimated $42.6K.
  • Procter & Gamble made up 0.08% of Denver PWM's portfolio in Q1 2026, its #82 holding.
  • Denver PWM first reported a position in Procter & Gamble in Q2 2024 and has held it in 7 quarters since.
  • Denver PWM's Procter & Gamble position peaked at $296K in Q4 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Denver PWM's 13F filing for Q1 2026, filed 13 May 2026.