Elk River Wealth Management’s Procter & Gamble PG Stock Holding History

Elk River 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	$1.14M	Buy	7,903 +950	+14%	+$144K	0.19%	53
2025 Q4	$996K	Sell	6,953 -65	-0.9%	-$9.58K	0.16%	56
2025 Q3	$1.08M	Hold	7,018	–	–	0.17%	51
2025 Q2	$1.12M	Hold	7,018	–	–	0.19%	49
2025 Q1	$1.2M	Sell	7,018 -121	-2%	-$20.3K	0.22%	48
2024 Q4	$1.2M	Hold	7,139	–	–	0.22%	48
2024 Q3	$1.24M	Hold	7,139	–	–	0.22%	49
2024 Q2	$1.18M	Hold	7,139	–	–	0.23%	48
2024 Q1	$1.16M	Sell	7,139 -1,206	-14%	-$189K	0.24%	48
2023 Q4	$1.22M	Buy	8,345 +60	+0.7%	+$8.89K	0.24%	52
2023 Q3	$1.21M	Sell	8,285 -105	-1%	-$16K	0.27%	49
2023 Q2	$1.27M	Hold	8,390	–	–	0.27%	48
2023 Q1	$1.25M	Sell	8,390 -105	-1%	-$15K	0.28%	48
2022 Q4	$1.29M	Sell	8,495 -110	-1%	-$15.4K	0.31%	53
2022 Q3	$1.09M	Sell	8,605 -75	-0.9%	-$10.7K	0.29%	54
2022 Q2	$1.25M	Hold	8,680	–	–	0.32%	56
2022 Q1	$1.33M	Sell	8,680 -103	-1%	-$16.1K	0.29%	56
2021 Q4	$1.44M	Buy	8,783 +45	+0.5%	+$6.68K	0.33%	54
2021 Q3	$1.22M	Sell	8,738 -220	-2%	-$31.2K	0.31%	55
2021 Q2	$1.21M	Sell	8,958 -83	-0.9%	-$11.2K	0.31%	57
2021 Q1	$1.22M	Buy	9,041 +45	+0.5%	+$5.87K	0.35%	57
2020 Q4	$1.25M	Buy	+8,996	New	+$1.26M	0.41%	58

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Elk River Wealth Management's PG Position: Q1 2026 in Review

Elk River Wealth Management increased its Procter & Gamble (PG) stake by 14% in Q1 2026, buying an estimated $144K and bringing the position to 7,903 shares worth $1.14M. The position accounts for 0.19% of the portfolio, ranked #53.

Elk River Wealth Management first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.44M in Q4 2021. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Elk River Wealth Management held 7,903 shares of Procter & Gamble worth $1.14M as of Q1 2026.
Elk River Wealth Management bought 950 Procter & Gamble shares in Q1 2026, an estimated $144K.
Procter & Gamble made up 0.19% of Elk River Wealth Management's portfolio in Q1 2026, its #53 holding.
Elk River Wealth Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's Procter & Gamble position peaked at $1.44M in Q4 2021.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.