EWA
PG icon

Encompass Wealth Advisors’s Procter & Gamble PG Stock Holding History

Encompass Wealth Advisors’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 		– Sell
-4,562
Closed -$654K – 104
2025
Q4 		$654K Sell
4,562
-1,960
-30% -$289K 0.22% 51
2025
Q3 		$1M Buy
6,522
+3
+0% +$469 0.34% 43
2025
Q2 		$1.04M Buy
6,519
+7
+0.1% +$1.14K 0.38% 40
2025
Q1 		$1.11M Sell
6,512
-2
-0% -$335 0.45% 35
2024
Q4 		$1.09M Sell
6,514
-9
-0.1% -$1.53K 0.44% 37
2024
Q3 		$1.13M Sell
6,523
-83
-1% -$14.1K 0.28% 71
2024
Q2 		$1.09M Hold
6,606
– – 0.29% 72
2024
Q1 		$1.07M Sell
6,606
-11
-0.2% -$1.73K 0.28% 75
2023
Q4 		$970K Hold
6,617
– – 0.29% 67
2023
Q3 		$965K Hold
6,617
– – 0.32% 62
2023
Q2 		$1M Sell
6,617
-11
-0.2% -$1.66K 0.33% 59
2023
Q1 		$986K Buy
6,628
+100
+2% +$14.3K 0.34% 58
2022
Q4 		$989K Hold
6,528
– – 0.36% 55
2022
Q3 		$824K Sell
6,528
-16
-0.2% -$2.27K 0.31% 61
2022
Q2 		$941K Sell
6,544
-308
-4% -$46.3K 0.33% 58
2022
Q1 		$1.05M Hold
6,852
– – 0.26% 65
2021
Q4 		$1.12M Sell
6,852
-130
-2% -$19.3K 0.27% 64
2021
Q3 		$976K Sell
6,982
-2,000
-22% -$283K 0.25% 68
2021
Q2 		$1.21M Hold
8,982
– – 0.3% 68
2021
Q1 		$1.21M Buy
8,982
+359
+4% +$46.8K 0.31% 65
2020
Q4 		$1.2M Buy
+8,623
New +$1.21M 0.69% 29

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

Encompass Wealth Advisors's PG Position: Q1 2026 in Review

Encompass Wealth Advisors sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 4,562 shares — an estimated $654K sold.

Encompass Wealth Advisors first reported a position in PG in Q4 2020 and held it in 21 quarters. The position peaked at $1.21M in Q2 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Encompass Wealth Advisors reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Encompass Wealth Advisors sold 4,562 Procter & Gamble shares in Q1 2026, an estimated $654K.
  • Encompass Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and held it in 21 quarters.
  • Encompass Wealth Advisors's Procter & Gamble position peaked at $1.21M in Q2 2021.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.