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

Diversify 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 		$4.37M Buy
29,842
+19,924
+201% +$3.02M 0.08% 225
2025
Q4 		$1.43M Sell
9,918
-3,561
-26% -$525K 0.07% 258
2025
Q3 		$2M Sell
13,479
-12,821
-49% -$2M 0.12% 180
2025
Q2 		$4.08M Buy
26,300
+2,581
+11% +$421K 0.25% 119
2025
Q1 		$3.85M Buy
23,719
+2,210
+10% +$370K 0.29% 103
2024
Q4 		$3.41M Buy
21,509
+7,045
+49% +$1.2M 0.27% 104
2024
Q3 		$2.45M Buy
14,464
+1,359
+10% +$231K 0.24% 109
2024
Q2 		$2.2M Buy
+13,105
New +$2.14M 0.27% 90

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

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

Diversify Wealth Management increased its Procter & Gamble (PG) stake by 201% in Q1 2026, buying an estimated $3.02M and bringing the position to 29,842 shares worth $4.37M. The position accounts for 0.08% of the portfolio, ranked #225.

Diversify Wealth Management first reported a position in PG in Q2 2024 and has held it in 8 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Diversify Wealth Management held 29,842 shares of Procter & Gamble worth $4.37M as of Q1 2026.
  • Diversify Wealth Management bought 19,924 Procter & Gamble shares in Q1 2026, an estimated $3.02M.
  • Procter & Gamble made up 0.08% of Diversify Wealth Management's portfolio in Q1 2026, its #225 holding.
  • Diversify Wealth Management first reported a position in Procter & Gamble in Q2 2024 and has held it in 8 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.