EW
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Element Wealth’s Procter & Gamble PG Stock Holding History

Element Wealth’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 		$438K Buy
3,035
+120
+4% +$18.2K 0.18% 121
2025
Q4 		$418K Buy
2,915
+207
+8% +$30.5K 0.17% 122
2025
Q3 		$416K Buy
2,708
+233
+9% +$36.4K 0.18% 113
2025
Q2 		$394K Buy
2,475
+708
+40% +$116K 0.18% 106
2025
Q1 		$301K Sell
1,767
-277
-14% -$46.4K 0.16% 115
2024
Q4 		$343K Sell
2,044
-43
-2% -$7.32K 0.18% 103
2024
Q3 		$361K Sell
2,087
-296
-12% -$50.3K 0.19% 102
2024
Q2 		$393K Buy
2,383
+493
+26% +$80.6K 0.22% 86
2024
Q1 		$307K Buy
1,890
+85
+5% +$13.3K 0.18% 103
2023
Q4 		$265K Buy
1,805
+58
+3% +$8.59K 0.17% 107
2023
Q3 		$255K Buy
1,747
+3
+0.2% +$458 0.18% 101
2023
Q2 		$265K Buy
1,744
+171
+11% +$25.8K 0.18% 99
2023
Q1 		$234K Sell
1,573
-138
-8% -$19.7K 0.17% 104
2022
Q4 		$259K Sell
1,711
-107
-6% -$15K 0.21% 93
2022
Q3 		$230K Buy
1,818
+3
+0.2% +$426 0.21% 88
2022
Q2 		$261K Buy
1,815
+3
+0.2% +$451 0.26% 79
2022
Q1 		$277K Buy
1,812
+2
+0.1% +$313 0.22% 86
2021
Q4 		$296K Buy
1,810
+26
+1% +$3.86K 0.22% 77
2021
Q3 		$249K Sell
1,784
-3
-0.2% -$425 0.2% 86
2021
Q2 		$241K Buy
1,787
+23
+1% +$3.11K 0.19% 84
2021
Q1 		$239K Buy
1,764
+3
+0.2% +$391 0.2% 81
2020
Q4 		$245K Sell
1,761
-71
-4% -$9.92K 0.23% 79
2020
Q3 		$255K Buy
+1,832
New +$243K 0.27% 71

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

Element Wealth's PG Position: Q1 2026 in Review

Element Wealth increased its Procter & Gamble (PG) stake by 4.1% in Q1 2026, buying an estimated $18.2K and bringing the position to 3,035 shares worth $438K. The position accounts for 0.18% of the portfolio, ranked #121.

Element Wealth first reported a position in PG in Q3 2020 and has held it in 23 quarters since. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Element Wealth held 3,035 shares of Procter & Gamble worth $438K as of Q1 2026.
  • Element Wealth bought 120 Procter & Gamble shares in Q1 2026, an estimated $18.2K.
  • Procter & Gamble made up 0.18% of Element Wealth's portfolio in Q1 2026, its #121 holding.
  • Element Wealth first reported a position in Procter & Gamble in Q3 2020 and has held it in 23 quarters since.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.