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

Focused 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
2023
Q4 		– Sell
-9,200
Closed -$2.76K – 1080
2023
Q3 		$2.76K Buy
+9,200
New +$1.41M ﹤0.01% 732
2022
Q4 		– Sell
-3,000
Closed -$2K – 1151
2022
Q3 		$2K Buy
+3,000
New +$426K ﹤0.01% 769

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

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

Focused Wealth Management increased its Procter & Gamble (PG) stake by 7.1% in Q1 2026, buying an estimated $34.6K and bringing the position to 3,421 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #116.

Focused Wealth Management first reported a position in PG in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.27M in Q4 2017. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Focused Wealth Management held 3,421 shares of Procter & Gamble worth $494K as of Q1 2026.
  • Focused Wealth Management bought 228 Procter & Gamble shares in Q1 2026, an estimated $34.6K.
  • Procter & Gamble made up 0.05% of Focused Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Focused Wealth Management first reported a position in Procter & Gamble in Q3 2013 and has held it in 51 quarters since.
  • Focused Wealth Management's Procter & Gamble position peaked at $1.27M in Q4 2017.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.