FWP
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Fiduciary Wealth Partners’s Procter & Gamble PG Stock Holding History

Fiduciary Wealth Partners’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 		$483K Sell
3,342
-524
-14% -$79.4K 0.32% 32
2025
Q4 		$554K Sell
3,866
-90
-2% -$13.3K 0.23% 40
2025
Q3 		$608K Buy
3,956
+3,283
+488% +$513K 0.26% 35
2025
Q2 		$107K Sell
673
-2,010
-75% -$328K 0.1% 55
2025
Q1 		$457K Buy
+2,683
New +$449K 0.4% 17

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

Fiduciary Wealth Partners's PG Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its Procter & Gamble (PG) stake by 14% in Q1 2026, selling an estimated $79.4K and leaving 3,342 shares worth $483K. The position accounts for 0.32% of the portfolio, ranked #32.

Fiduciary Wealth Partners first reported a position in PG in Q1 2025 and has held it in 5 quarters since. The position peaked at $608K in Q3 2025. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Fiduciary Wealth Partners held 3,342 shares of Procter & Gamble worth $483K as of Q1 2026.
  • Fiduciary Wealth Partners sold 524 Procter & Gamble shares in Q1 2026, an estimated $79.4K.
  • Procter & Gamble made up 0.32% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #32 holding.
  • Fiduciary Wealth Partners first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Wealth Partners's Procter & Gamble position peaked at $608K in Q3 2025.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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