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

Etesian 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	$302K	Buy	2,092 +165	+9%	+$25K	0.1%	111
2025 Q4	$276K	Hold	1,927	–	–	0.09%	117
2025 Q3	$296K	Sell	1,927 -77	-4%	-$12K	0.1%	115
2025 Q2	$319K	Sell	2,004 -550	-22%	-$89.8K	0.12%	111
2025 Q1	$435K	Sell	2,554 -507	-17%	-$84.9K	0.19%	100
2024 Q4	$513K	Sell	3,061 -702	-19%	-$120K	0.23%	98
2024 Q3	$652K	Sell	3,763 -757	-17%	-$129K	0.3%	87
2024 Q2	$745K	Sell	4,520 -355	-7%	-$58K	0.42%	75
2024 Q1	$791K	Sell	4,875 -65	-1%	-$10.2K	0.45%	68
2023 Q4	$720K	Sell	4,940 -90	-2%	-$13.3K	0.43%	69
2023 Q3	$734K	Sell	5,030 -704	-12%	-$108K	0.49%	67
2023 Q2	$870K	Sell	5,734 -11	-0.2%	-$1.66K	0.57%	59
2023 Q1	$854K	Buy	5,745 +102	+2%	+$14.6K	0.57%	59
2022 Q4	$855K	Buy	+5,643	New	+$791K	0.62%	57

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

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

Etesian Wealth Advisors increased its Procter & Gamble (PG) stake by 8.6% in Q1 2026, buying an estimated $25K and bringing the position to 2,092 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #111.

Etesian Wealth Advisors first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $870K in Q2 2023. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Etesian Wealth Advisors held 2,092 shares of Procter & Gamble worth $302K as of Q1 2026.
Etesian Wealth Advisors bought 165 Procter & Gamble shares in Q1 2026, an estimated $25K.
Procter & Gamble made up 0.1% of Etesian Wealth Advisors's portfolio in Q1 2026, its #111 holding.
Etesian Wealth Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
Etesian Wealth Advisors's Procter & Gamble position peaked at $870K in Q2 2023.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.