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Empowered Funds’s Procter & Gamble PG Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-54,700
Closed -$8.29M – 663
2022
Q4 		$8.29M Buy
+54,700
New +$7.67M 0.54% 36

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

Empowered Funds's PG Position: Q1 2026 in Review

Empowered Funds opened a new position in Procter & Gamble (PG) in Q1 2026: 400,917 shares worth $57.9M. The stake represents 0.37% of the portfolio and ranks #32 among its holdings. This is a return to the name: Empowered Funds previously reported a position in PG as recently as Q3 2025.

Empowered Funds first reported a position in PG in Q2 2019 and has held it in 20 quarters since. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Empowered Funds held 400,917 shares of Procter & Gamble worth $57.9M as of Q1 2026.
  • Procter & Gamble was a new Empowered Funds position in Q1 2026.
  • Procter & Gamble made up 0.37% of Empowered Funds's portfolio in Q1 2026, its #32 holding.
  • Empowered Funds first reported a position in Procter & Gamble in Q2 2019 and has held it in 20 quarters since.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.