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Evergreen Wealth Solutions’s Procter & Gamble PG Stock Holding History

Evergreen Wealth Solutions’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 		$3.75M Buy
25,968
+23,466
+938% +$3.56M 0.27% 74
2025
Q4 		$359K Buy
+2,502
New +$369K 0.05% 149
2022
Q1 		– Sell
-1,372
Closed -$224K – 98
2021
Q4 		$224K Buy
+1,372
New +$204K 0.2% 86

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

Evergreen Wealth Solutions's PG Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Procter & Gamble (PG) stake by 938% in Q1 2026, buying an estimated $3.56M and bringing the position to 25,968 shares worth $3.75M. The position accounts for 0.27% of the portfolio, ranked #74.

Evergreen Wealth Solutions first reported a position in PG in Q4 2021 and has held it in 3 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Evergreen Wealth Solutions held 25,968 shares of Procter & Gamble worth $3.75M as of Q1 2026.
  • Evergreen Wealth Solutions bought 23,466 Procter & Gamble shares in Q1 2026, an estimated $3.56M.
  • Procter & Gamble made up 0.27% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #74 holding.
  • Evergreen Wealth Solutions first reported a position in Procter & Gamble in Q4 2021 and has held it in 3 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.