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Finer Wealth Management’s Procter & Gamble PG Stock Holding History

Finer Wealth 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 		$3.77M Sell
26,133
-413
-2% -$62.6K 1.89% 15
2025
Q4 		$3.8M Buy
26,546
+1,212
+5% +$179K 1.84% 13
2025
Q3 		$3.89M Buy
25,334
+401
+2% +$62.6K 1.94% 12
2025
Q2 		$3.97M Buy
24,933
+677
+3% +$111K 2.12% 11
2025
Q1 		$4.13M Buy
24,256
+312
+1% +$52.3K 2.48% 11
2024
Q4 		$4.01M Buy
23,944
+31
+0.1% +$5.28K 2.3% 13
2024
Q3 		$4.14M Sell
23,913
-606
-2% -$103K 2.56% 10
2024
Q2 		$4.04M Sell
24,519
-151
-0.6% -$24.7K 2.61% 10
2024
Q1 		$4M Buy
24,670
+1,083
+5% +$170K 2.63% 10
2023
Q4 		$3.46M Sell
23,587
-163
-0.7% -$24.1K 2.57% 9
2023
Q3 		$3.46M Buy
23,750
+599
+3% +$91.5K 2.77% 8
2023
Q2 		$3.51M Buy
23,151
+406
+2% +$61.2K 2.75% 8
2023
Q1 		$3.38M Buy
22,745
+495
+2% +$70.8K 2.86% 8
2022
Q4 		$3.37M Buy
22,250
+127
+0.6% +$17.8K 3.16% 7
2022
Q3 		$2.79M Sell
22,123
-22
-0.1% -$3.13K 2.75% 9
2022
Q2 		$3.18M Sell
22,145
-170
-0.8% -$25.6K 2.9% 10
2022
Q1 		$3.41M Buy
22,315
+221
+1% +$34.6K 2.78% 9
2021
Q4 		$3.61M Buy
+22,094
New +$3.28M 3% 8

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

Finer Wealth Management's PG Position: Q1 2026 in Review

Finer Wealth Management reduced its Procter & Gamble (PG) stake by 1.6% in Q1 2026, selling an estimated $62.6K and leaving 26,133 shares worth $3.77M. The position accounts for 1.89% of the portfolio, ranked #15.

Finer Wealth Management first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.14M in Q3 2024. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Finer Wealth Management held 26,133 shares of Procter & Gamble worth $3.77M as of Q1 2026.
  • Finer Wealth Management sold 413 Procter & Gamble shares in Q1 2026, an estimated $62.6K.
  • Procter & Gamble made up 1.89% of Finer Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Finer Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Procter & Gamble position peaked at $4.14M in Q3 2024.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.