EPW
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Endeavor Private Wealth’s Procter & Gamble PG Stock Holding History

Endeavor Private 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 		$331K Sell
2,295
-1,435
-38% -$218K 0.1% 157
2025
Q4 		$534K Sell
3,730
-539
-13% -$79.5K 0.15% 115
2025
Q3 		$656K Buy
4,269
+588
+16% +$91.8K 0.2% 100
2025
Q2 		$586K Buy
3,681
+209
+6% +$34.1K 0.28% 72
2025
Q1 		$592K Buy
3,472
+3,029
+684% +$507K 0.32% 66
2024
Q4 		$74.3K Buy
+443
New +$75.4K 0.07% 100

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

Endeavor Private Wealth's PG Position: Q1 2026 in Review

Endeavor Private Wealth reduced its Procter & Gamble (PG) stake by 38% in Q1 2026, selling an estimated $218K and leaving 2,295 shares worth $331K. The position accounts for 0.1% of the portfolio, ranked #157.

Endeavor Private Wealth first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $656K in Q3 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Endeavor Private Wealth held 2,295 shares of Procter & Gamble worth $331K as of Q1 2026.
  • Endeavor Private Wealth sold 1,435 Procter & Gamble shares in Q1 2026, an estimated $218K.
  • Procter & Gamble made up 0.1% of Endeavor Private Wealth's portfolio in Q1 2026, its #157 holding.
  • Endeavor Private Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Endeavor Private Wealth's Procter & Gamble position peaked at $656K in Q3 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.