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Financial Insights’s Procter & Gamble PG Stock Holding History

Financial Insights’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 		$368K Buy
2,549
+11
+0.4% +$1.67K 0.12% 96
2025
Q4 		$364K Buy
2,538
+12
+0.5% +$1.77K 0.12% 88
2025
Q3 		$388K Buy
2,526
+12
+0.5% +$1.87K 0.13% 85
2025
Q2 		$401K Buy
2,514
+11
+0.4% +$1.79K 0.15% 79
2025
Q1 		$427K Buy
2,503
+170
+7% +$28.5K 0.17% 66
2024
Q4 		$391K Sell
2,333
-398
-15% -$67.8K 0.15% 71
2024
Q3 		$473K Sell
2,731
-277
-9% -$47K 0.15% 89
2024
Q2 		$496K Sell
3,008
-935
-24% -$153K 0.14% 98
2024
Q1 		$640K Sell
3,943
-88
-2% -$13.8K 0.18% 90
2023
Q4 		$591K Buy
4,031
+130
+3% +$19.3K 0.18% 88
2023
Q3 		$585K Sell
3,901
-608
-13% -$92.9K 0.21% 85
2023
Q2 		$684K Sell
4,509
-978
-18% -$147K 0.25% 74
2023
Q1 		$816K Sell
5,487
-1,891
-26% -$270K 0.33% 56
2022
Q4 		$1.12M Buy
7,378
+1,689
+30% +$237K 0.53% 45
2022
Q3 		$718K Buy
5,689
+3,564
+168% +$506K 0.48% 43
2022
Q2 		$306K Buy
2,125
+9
+0.4% +$1.35K 0.31% 63
2022
Q1 		$323K Buy
2,116
+9
+0.4% +$1.41K 0.3% 57
2021
Q4 		$345K Buy
2,107
+9
+0.4% +$1.34K 0.3% 59
2021
Q3 		$293K Buy
2,098
+9
+0.4% +$1.28K 0.27% 63
2021
Q2 		$2.82M Buy
2,089
+9
+0.4% +$1.22K 0.23% 65
2021
Q1 		$282K Buy
2,080
+9
+0.4% +$1.17K 0.21% 64
2020
Q4 		$288K Buy
2,071
+9
+0.4% +$1.26K 0.22% 60
2020
Q3 		$287K Sell
2,062
-4,028
-66% -$535K 0.24% 55
2020
Q2 		$246 Buy
6,090
+4,047
+198% +$472K 0.22% 61
2020
Q1 		$225K Sell
2,043
-59
-3% -$7.08K 0.24% 65
2019
Q4 		$263K Buy
2,102
+23
+1% +$2.81K 0.23% 63
2019
Q3 		$259K Buy
2,079
+10
+0.5% +$1.18K 0.25% 59
2019
Q2 		$240K Buy
2,069
+10
+0.5% +$1.07K 0.24% 59
2019
Q1 		$219K Buy
+2,059
New +$200K 0.23% 56

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

Financial Insights's PG Position: Q1 2026 in Review

Financial Insights increased its Procter & Gamble (PG) stake by 0.43% in Q1 2026, buying an estimated $1.67K and bringing the position to 2,549 shares worth $368K. The position accounts for 0.12% of the portfolio, ranked #96.

Financial Insights first reported a position in PG in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.82M in Q2 2021. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Financial Insights held 2,549 shares of Procter & Gamble worth $368K as of Q1 2026.
  • Financial Insights bought 11 Procter & Gamble shares in Q1 2026, an estimated $1.67K.
  • Procter & Gamble made up 0.12% of Financial Insights's portfolio in Q1 2026, its #96 holding.
  • Financial Insights first reported a position in Procter & Gamble in Q1 2019 and has held it in 29 quarters since.
  • Financial Insights's Procter & Gamble position peaked at $2.82M in Q2 2021.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.