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

EP 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 		$21.7M Sell
150,191
-7,723
-5% -$1.17M 0.11% 130
2025
Q4 		$22.6M Buy
+157,914
New +$23.3M 0.12% 120
2025
Q2 		$25.8M Buy
161,915
+54,391
+51% +$8.88M 0.17% 101
2025
Q1 		$18.3M Buy
107,524
+937
+0.9% +$157K 0.15% 116
2024
Q4 		$17.9M Buy
106,587
+3,163
+3% +$539K 0.15% 111
2024
Q3 		$17.9M Buy
103,424
+5,177
+5% +$879K 0.15% 112
2024
Q2 		$16.2M Buy
98,247
+17,777
+22% +$2.91M 0.17% 99
2024
Q1 		$13.1M Buy
80,470
+1,698
+2% +$266K 0.15% 97
2023
Q4 		$11.5M Buy
78,772
+2,523
+3% +$374K 0.15% 100
2023
Q3 		$11.1M Buy
76,249
+71,000
+1,353% +$10.8M 0.17% 94
2023
Q2 		$11.2M Sell
5,249
-14,371
-73% -$2.17M 0.16% 95
2023
Q1 		$718K Sell
19,620
-39,297
-67% -$5.62M 0.01% 349
2022
Q4 		$8.93M Sell
58,917
-2,206
-4% -$309K 0.16% 94
2022
Q3 		$7.72M Buy
61,123
+22,673
+59% +$3.22M 0.18% 92
2022
Q2 		$5.53M Buy
38,450
+7,083
+23% +$1.06M 0.12% 101
2022
Q1 		$4.79M Sell
31,367
-710
-2% -$111K 0.11% 116
2021
Q4 		$5.25M Sell
32,077
-373
-1% -$55.4K 0.12% 100
2021
Q3 		$4.54M Buy
32,450
+2,430
+8% +$344K 0.12% 95
2021
Q2 		$4.05M Sell
30,020
-385
-1% -$52.1K 0.11% 120
2021
Q1 		$4.12M Buy
30,405
+2,470
+9% +$322K 0.13% 108
2020
Q4 		$3.89M Buy
27,935
+1,615
+6% +$226K 0.14% 92
2020
Q3 		$3.66M Sell
26,320
-595
-2% -$79K 0.16% 79
2020
Q2 		$3.22M Sell
26,915
-2,932
-10% -$342K 0.14% 89
2020
Q1 		$3.28M Sell
29,847
-259
-0.9% -$31.1K 0.16% 94
2019
Q4 		$3.76M Buy
30,106
+3,193
+12% +$391K 0.15% 94
2019
Q3 		$3.35M Buy
26,913
+3,427
+15% +$405K 0.17% 76
2019
Q2 		$2.58M Buy
23,486
+2,114
+10% +$225K 0.16% 68
2019
Q1 		$2.22M Sell
21,372
-423
-2% -$41.2K 0.21% 73
2018
Q4 		$2M Buy
21,795
+1,276
+6% +$114K 0.15% 81
2018
Q3 		$1.71M Buy
20,519
+9,825
+92% +$804K 0.13% 85
2018
Q2 		$835K Sell
10,694
-498
-4% -$37.5K 0.08% 96
2018
Q1 		$887K Buy
11,192
+1,254
+13% +$105K 0.09% 100
2017
Q4 		$913K Buy
9,938
+89
+0.9% +$8K 0.1% 83
2017
Q3 		$896K Buy
9,849
+144
+1% +$13.1K 0.1% 83
2017
Q2 		$846K Sell
9,705
-601
-6% -$53K 0.1% 86
2017
Q1 		$926K Sell
10,306
-97
-0.9% -$8.6K 0.13% 62
2016
Q4 		$764K Buy
10,403
+603
+6% +$51.4K 0.11% 67
2016
Q3 		$880K Sell
9,800
-120
-1% -$10.4K 0.14% 56
2016
Q2 		$840K Buy
9,920
+278
+3% +$22.8K 0.13% 57
2016
Q1 		$794K Buy
9,642
+36
+0.4% +$2.9K 0.12% 63
2015
Q4 		$763K Buy
9,606
+1,234
+15% +$94.3K 0.13% 76
2015
Q3 		$602K Buy
8,372
+318
+4% +$23.8K 0.11% 72
2015
Q2 		$630K Sell
8,054
-83,513
-91% -$6.72M 0.12% 62
2015
Q1 		$7.5M Buy
91,567
+921
+1% +$79.2K 1.41% 31
2014
Q4 		$8.26M Buy
90,646
+579
+0.6% +$50.9K 1.36% 30
2014
Q3 		$7.54M Buy
90,067
+5,377
+6% +$441K 1.22% 29
2014
Q2 		$6.66M Sell
84,690
-63,483
-43% -$5.12M 1.55% 30
2014
Q1 		$11.9M Buy
148,173
+7,520
+5% +$593K 3.27% 7
2013
Q4 		$11.5M Buy
140,653
+7,344
+6% +$598K 2.97% 8
2013
Q3 		$10.1M Buy
133,309
+7,620
+6% +$606K 3.17% 7
2013
Q2 		$9.68M Buy
+125,689
New +$9.86M 3.49% 8

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

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

EP Wealth Advisors reduced its Procter & Gamble (PG) stake by 4.9% in Q1 2026, selling an estimated $1.17M and leaving 150,191 shares worth $21.7M. The position accounts for 0.11% of the portfolio, ranked #130.

EP Wealth Advisors first reported a position in PG in Q2 2013 and has held it in 51 quarters since. The position peaked at $25.8M in Q2 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • EP Wealth Advisors held 150,191 shares of Procter & Gamble worth $21.7M as of Q1 2026.
  • EP Wealth Advisors sold 7,723 Procter & Gamble shares in Q1 2026, an estimated $1.17M.
  • Procter & Gamble made up 0.11% of EP Wealth Advisors's portfolio in Q1 2026, its #130 holding.
  • EP Wealth Advisors first reported a position in Procter & Gamble in Q2 2013 and has held it in 51 quarters since.
  • EP Wealth Advisors's Procter & Gamble position peaked at $25.8M in Q2 2025.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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