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

Fingerlakes 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 		– Sell
-1,441
Closed -$206K – 99
2025
Q4 		$206K Sell
1,441
-127
-8% -$18.7K 0.13% 93
2025
Q3 		$241K Buy
1,568
+203
+15% +$31.7K 0.16% 85
2025
Q2 		$217K Sell
1,365
-9
-0.7% -$1.47K 0.16% 83
2025
Q1 		$234K Sell
1,374
-217
-14% -$36.3K 0.2% 79
2024
Q4 		$267K Sell
1,591
-179
-10% -$30.5K 0.22% 77
2024
Q3 		$307K Buy
1,770
+8
+0.5% +$1.36K 0.25% 73
2024
Q2 		$291K Buy
1,762
+10
+0.6% +$1.64K 0.26% 73
2024
Q1 		$284K Sell
1,752
-64
-4% -$10K 0.27% 73
2023
Q4 		$266K Buy
1,816
+7
+0.4% +$1.04K 0.29% 77
2023
Q3 		$264K Buy
1,809
+49
+3% +$7.49K 0.32% 71
2023
Q2 		$267K Buy
1,760
+6
+0.3% +$904 0.31% 77
2023
Q1 		$261K Buy
1,754
+176
+11% +$25.2K 0.33% 78
2022
Q4 		$239K Buy
+1,578
New +$221K 0.33% 80
2022
Q3 		– Sell
-1,911
Closed -$275K – 89
2022
Q2 		$275K Buy
1,911
+11
+0.6% +$1.65K 0.38% 72
2022
Q1 		$290K Sell
1,900
-3
-0.2% -$469 0.34% 74
2021
Q4 		$309K Buy
+1,903
New +$283K 0.35% 75

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

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

Fingerlakes Wealth Management sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,441 shares — an estimated $206K sold.

Fingerlakes Wealth Management first reported a position in PG in Q4 2021 and held it in 16 quarters. The position peaked at $309K in Q4 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Fingerlakes Wealth Management reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Fingerlakes Wealth Management sold 1,441 Procter & Gamble shares in Q1 2026, an estimated $206K.
  • Fingerlakes Wealth Management first reported a position in Procter & Gamble in Q4 2021 and held it in 16 quarters.
  • Fingerlakes Wealth Management's Procter & Gamble position peaked at $309K in Q4 2021.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.