FWI
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Facet Wealth Inc’s Procter & Gamble PG Stock Holding History

Facet Wealth Inc’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 		$677K Buy
4,688
+1,486
+46% +$225K 0.01% 140
2025
Q4 		$472K Buy
3,202
+316
+11% +$46.6K 0.01% 162
2025
Q3 		$443K Buy
2,886
+406
+16% +$63.4K 0.01% 125
2025
Q2 		$373K Buy
2,480
+995
+67% +$162K 0.01% 115
2025
Q1 		$236K Sell
1,485
-81
-5% -$13.6K 0.01% 123
2024
Q4 		$263K Sell
1,566
-364
-19% -$62K 0.01% 117
2024
Q3 		$319K Buy
1,930
+108
+6% +$18.3K 0.01% 109
2024
Q2 		$295K Buy
1,822
+385
+27% +$62.9K 0.01% 108
2024
Q1 		$236K Buy
+1,437
New +$225K 0.01% 106
2022
Q4 		– Sell
-1,578
Closed -$215K – 72
2022
Q3 		$215K Buy
+1,578
New +$224K 0.02% 64

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

Facet Wealth Inc's PG Position: Q1 2026 in Review

Facet Wealth Inc increased its Procter & Gamble (PG) stake by 46% in Q1 2026, buying an estimated $225K and bringing the position to 4,688 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #140.

Facet Wealth Inc first reported a position in PG in Q3 2022 and has held it in 10 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Facet Wealth Inc held 4,688 shares of Procter & Gamble worth $677K as of Q1 2026.
  • Facet Wealth Inc bought 1,486 Procter & Gamble shares in Q1 2026, an estimated $225K.
  • Procter & Gamble made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #140 holding.
  • Facet Wealth Inc first reported a position in Procter & Gamble in Q3 2022 and has held it in 10 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.