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Dynamic Wealth Strategies’s Procter & Gamble PG Stock Holding History

Dynamic Wealth Strategies’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 		$181K Buy
1,252
+667
+114% +$101K 0.1% 84
2025
Q4 		$83.8K Hold
585
– – 0.05% 122
2025
Q3 		$89.9K Hold
585
– – 0.06% 112
2025
Q2 		$93.2K Hold
585
– – 0.07% 105
2025
Q1 		$99.7K Buy
+585
New +$98K 0.08% 103
2024
Q4 		– Sell
-648
Closed -$112K – 185
2024
Q3 		$112K Hold
648
– – 0.09% 99
2024
Q2 		$107K Hold
648
– – 0.09% 95
2024
Q1 		$105K Hold
648
– – 0.09% 96
2023
Q4 		$95K Buy
+648
New +$96K 0.09% 97

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

Dynamic Wealth Strategies's PG Position: Q1 2026 in Review

Dynamic Wealth Strategies increased its Procter & Gamble (PG) stake by 114% in Q1 2026, buying an estimated $101K and bringing the position to 1,252 shares worth $181K. The position accounts for 0.1% of the portfolio, ranked #84.

Dynamic Wealth Strategies first reported a position in PG in Q4 2023 and has held it in 9 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Dynamic Wealth Strategies held 1,252 shares of Procter & Gamble worth $181K as of Q1 2026.
  • Dynamic Wealth Strategies bought 667 Procter & Gamble shares in Q1 2026, an estimated $101K.
  • Procter & Gamble made up 0.1% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #84 holding.
  • Dynamic Wealth Strategies first reported a position in Procter & Gamble in Q4 2023 and has held it in 9 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.