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Evelyn Partners Asset Management’s Procter & Gamble PG Stock Holding History

Evelyn Partners Asset Management’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 		$276K Sell
1,909
-15,046
-89% -$2.28M 0.07% 92
2025
Q4 		$2.43M Sell
16,955
-9,337
-36% -$1.38M 0.57% 45
2025
Q3 		$4.04M Buy
26,292
+1,046
+4% +$163K 0.91% 38
2025
Q2 		$4.02M Sell
25,246
-19,975
-44% -$3.26M 1.02% 35
2025
Q1 		$7.71M Sell
45,221
-4,873
-10% -$816K 2.15% 16
2024
Q4 		$8.4M Buy
+50,094
New +$8.53M 2.26% 14

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evelyn Partners Asset Management's PG Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its Procter & Gamble (PG) stake by 89% in Q1 2026, selling an estimated $2.28M and leaving 1,909 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #92.

Evelyn Partners Asset Management first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.4M in Q4 2024. 4,011 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Evelyn Partners Asset Management held 1,909 shares of Procter & Gamble worth $276K as of Q1 2026.
  • Evelyn Partners Asset Management sold 15,046 Procter & Gamble shares in Q1 2026, an estimated $2.28M.
  • Procter & Gamble made up 0.07% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #92 holding.
  • Evelyn Partners Asset Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Procter & Gamble position peaked at $8.4M in Q4 2024.
  • 4,011 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.