Dougherty & Associates’s Procter & Gamble PG Stock Holding History

Dougherty & Associates’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	–	Sell	-1,436	Closed	-$206K	–	54
2025 Q4	$206K	Buy	+1,436	New	+$212K	0.18%	56

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dougherty & Associates's PG Position: Q1 2026 in Review

Dougherty & Associates sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,436 shares — an estimated $206K sold.

Dougherty & Associates first reported a position in PG in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 4,014 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Dougherty & Associates reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
Dougherty & Associates sold 1,436 Procter & Gamble shares in Q1 2026, an estimated $206K.
Dougherty & Associates first reported a position in Procter & Gamble in Q4 2025 and held it in 1 quarter.
Dougherty & Associates's Procter & Gamble position peaked at $206K in Q4 2025.
4,014 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Dougherty & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.