Elwood & Goetz Wealth Advisory Group’s Procter & Gamble PG Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$385K	Buy	2,664 +21	+0.8%	+$3.18K	0.07%	86
2025 Q4	$379K	Sell	2,643 -191	-7%	-$28.2K	0.07%	80
2025 Q3	$435K	Buy	2,834 +65	+2%	+$10.2K	0.08%	71
2025 Q2	$441K	Sell	2,769 -878	-24%	-$143K	0.1%	62
2025 Q1	$622K	Buy	3,647 +458	+14%	+$76.7K	0.15%	40
2024 Q4	$535K	Buy	3,189 +25	+0.8%	+$4.26K	0.13%	48
2024 Q3	$548K	Buy	3,164 +1,070	+51%	+$182K	0.14%	48
2024 Q2	$345K	Hold	2,094	–	–	0.1%	54
2024 Q1	$340K	Buy	2,094 +236	+13%	+$37K	0.08%	61
2023 Q4	$272K	Sell	1,858 -22	-1%	-$3.26K	0.06%	67
2023 Q3	$274K	Buy	1,880 +510	+37%	+$77.9K	0.06%	62
2023 Q2	$208K	Buy	+1,370	New	+$206K	0.05%	68

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

Elwood & Goetz Wealth Advisory Group's PG Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Procter & Gamble (PG) stake by 0.79% in Q1 2026, buying an estimated $3.18K and bringing the position to 2,664 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #86.

Elwood & Goetz Wealth Advisory Group first reported a position in PG in Q2 2023 and has held it in 12 quarters since. The position peaked at $622K in Q1 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 2,664 shares of Procter & Gamble worth $385K as of Q1 2026.
Elwood & Goetz Wealth Advisory Group bought 21 Procter & Gamble shares in Q1 2026, an estimated $3.18K.
Procter & Gamble made up 0.07% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #86 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Procter & Gamble in Q2 2023 and has held it in 12 quarters since.
Elwood & Goetz Wealth Advisory Group's Procter & Gamble position peaked at $622K in Q1 2025.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.