Focus Partners Wealth
PG icon

Focus Partners Wealth’s Procter & Gamble PG Stock Holding History

Focus Partners Wealth’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 		$325M Buy
2,249,327
+77,478
+4% +$11.7M 0.36% 63
2025
Q4 		$311M Buy
2,171,849
+267,900
+14% +$39.5M 0.35% 57
2025
Q3 		$293M Buy
1,903,949
+68,078
+4% +$10.6M 0.47% 45
2025
Q2 		$292M Buy
1,835,871
+53,480
+3% +$8.73M 0.63% 34
2025
Q1 		$304M Buy
1,782,391
+55,839
+3% +$9.35M 0.76% 27
2024
Q4 		$289M Buy
1,726,552
+592,795
+52% +$101M 0.75% 28
2024
Q3 		$196M Sell
1,133,757
-1,509,535
-57% -$256M 0.63% 30
2024
Q2 		$436M Buy
2,643,292
+1,778,819
+206% +$291M 1.47% 9
2024
Q1 		$140M Buy
864,473
+508,817
+143% +$79.8M 1.14% 12
2023
Q4 		$52.1M Buy
+355,656
New +$52.7M 0.68% 27

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

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

Focus Partners Wealth increased its Procter & Gamble (PG) stake by 3.6% in Q1 2026, buying an estimated $11.7M and bringing the position to 2,249,327 shares worth $325M. The position accounts for 0.36% of the portfolio, ranked #63.

Focus Partners Wealth first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $436M in Q2 2024. 3,991 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Focus Partners Wealth held 2,249,327 shares of Procter & Gamble worth $325M as of Q1 2026.
  • Focus Partners Wealth bought 77,478 Procter & Gamble shares in Q1 2026, an estimated $11.7M.
  • Procter & Gamble made up 0.36% of Focus Partners Wealth's portfolio in Q1 2026, its #63 holding.
  • Focus Partners Wealth first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Procter & Gamble position peaked at $436M in Q2 2024.
  • 3,991 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.