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

Destination 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
2024
Q1 		– Sell
-100
Closed -$1.99K – 236
2023
Q4 		$1.99K Hold
100
– – ﹤0.01% 212
2023
Q3 		$2.2K Hold
100
– – ﹤0.01% 205
2023
Q2 		$2.68K Hold
100
– – ﹤0.01% 206
2023
Q1 		$2.56K Buy
+100
New +$14.3K ﹤0.01% 213

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

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

Destination Wealth Management increased its Procter & Gamble (PG) stake by 3.9% in Q1 2026, buying an estimated $327K and bringing the position to 58,062 shares worth $8.39M. The position accounts for 0.22% of the portfolio, ranked #82.

Destination Wealth Management first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.54M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Destination Wealth Management held 58,062 shares of Procter & Gamble worth $8.39M as of Q1 2026.
  • Destination Wealth Management bought 2,155 Procter & Gamble shares in Q1 2026, an estimated $327K.
  • Procter & Gamble made up 0.22% of Destination Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Destination Wealth Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • Destination Wealth Management's Procter & Gamble position peaked at $9.54M in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.