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

Evelyn Partners Investment Management Services’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 		$3.1M Sell
21,447
-7,871
-27% -$1.19M 0.36% 55
2025
Q4 		$4.2M Sell
29,318
-13,807
-32% -$2.04M 0.53% 48
2025
Q3 		$6.63M Buy
43,125
+648
+2% +$101K 0.89% 33
2025
Q2 		$6.77M Sell
42,477
-5,492
-11% -$896K 1.02% 31
2025
Q1 		$8.17M Buy
47,969
+2,629
+6% +$440K 1.34% 27
2024
Q4 		$7.6M Buy
+45,340
New +$7.72M 1.33% 25

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

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

Evelyn Partners Investment Management Services reduced its Procter & Gamble (PG) stake by 27% in Q1 2026, selling an estimated $1.19M and leaving 21,447 shares worth $3.1M. The position accounts for 0.36% of the portfolio, ranked #55.

Evelyn Partners Investment Management Services first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.17M in Q1 2025. 3,992 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Evelyn Partners Investment Management Services held 21,447 shares of Procter & Gamble worth $3.1M as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 7,871 Procter & Gamble shares in Q1 2026, an estimated $1.19M.
  • Procter & Gamble made up 0.36% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #55 holding.
  • Evelyn Partners Investment Management Services first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Procter & Gamble position peaked at $8.17M in Q1 2025.
  • 3,992 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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