FGAM
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Financial Gravity Asset Management’s Procter & Gamble PG Stock Holding History

Financial Gravity 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 		$2.54M Buy
17,592
+113
+0.6% +$17.1K 0.45% 50
2025
Q4 		$2.5M Buy
17,479
+1,984
+13% +$293K 0.48% 54
2025
Q3 		$2.38M Buy
+15,495
New +$2.42M 0.47% 50
2025
Q1 		$2.32M Buy
+13,628
New +$2.28M 0.51% 47
2024
Q2 		$2.01M Sell
12,172
-10,617
-47% -$1.74M 0.5% 53
2024
Q1 		$3.52M Sell
22,789
-132,535
-85% -$20.8M 0.47% 54
2023
Q4 		$128M Buy
155,324
+11,106
+8% +$1.64M 1.36% 19
2023
Q3 		$127M Buy
144,218
+137,889
+2,179% +$21.1M 1.4% 17
2023
Q2 		$33K Buy
6,329
+98
+2% +$14.8K 0.09% 104
2023
Q1 		$12K Buy
6,231
+4,521
+264% +$646K 0.37% 51
2022
Q4 		$21.8K Sell
1,710
-2,901
-63% -$407K 0.11% 99
2022
Q3 		$5.53K Sell
4,611
-4,345
-49% -$617K 0.19% 92
2022
Q2 		$7.03K Buy
8,956
+3,352
+60% +$504K 0.22% 87
2022
Q1 		$13.4K Buy
5,604
+137
+3% +$21.4K 0.38% 62
2021
Q4 		$872 Buy
5,467
+1,782
+48% +$265K 0.02% 406
2021
Q3 		$654K Sell
3,685
-4,701
-56% -$666K 0.31% 60
2021
Q2 		$1.27M Buy
8,386
+955
+13% +$129K 0.45% 53
2021
Q1 		$1.41K Buy
7,431
+3,440
+86% +$449K 0.03% 261
2020
Q4 		$556K Buy
+3,991
New +$558K 0.51% 53
2020
Q2 		– Sell
-1,224
Closed -$20.5K – 640
2020
Q1 		$20.5K Buy
1,224
+806
+193% +$96.7K 0.06% 126
2019
Q4 		$156K Sell
418
-185
-31% -$22.6K 0.11% 169
2019
Q3 		$75K Sell
603
-43
-7% -$5.08K 0.06% 247
2019
Q2 		$71K Buy
646
+22
+4% +$2.35K 0.06% 267
2019
Q1 		$65K Buy
+624
New +$60.7K 0.05% 258
2018
Q3 		$117K Sell
1,323
-960
-42% -$78.5K 0.12% 182
2018
Q2 		$186K Sell
2,283
-105
-4% -$7.9K 0.17% 138
2018
Q1 		$170K Buy
+2,388
New +$199K 0.17% 124

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

Financial Gravity Asset Management's PG Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Procter & Gamble (PG) stake by 0.65% in Q1 2026, buying an estimated $17.1K and bringing the position to 17,592 shares worth $2.54M. The position accounts for 0.45% of the portfolio, ranked #50.

Financial Gravity Asset Management first reported a position in PG in Q1 2018 and has held it in 27 quarters since. The position peaked at $128M in Q4 2023. 4,008 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Financial Gravity Asset Management held 17,592 shares of Procter & Gamble worth $2.54M as of Q1 2026.
  • Financial Gravity Asset Management bought 113 Procter & Gamble shares in Q1 2026, an estimated $17.1K.
  • Procter & Gamble made up 0.45% of Financial Gravity Asset Management's portfolio in Q1 2026, its #50 holding.
  • Financial Gravity Asset Management first reported a position in Procter & Gamble in Q1 2018 and has held it in 27 quarters since.
  • Financial Gravity Asset Management's Procter & Gamble position peaked at $128M in Q4 2023.
  • 4,008 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.