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FourThought Financial Partners’s Procter & Gamble PG Stock Holding History

FourThought Financial Partners’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 		$9.42M Buy
65,208
+12,985
+25% +$1.97M 0.81% 36
2025
Q4 		$7.48M Buy
52,223
+11,859
+29% +$1.75M 0.63% 43
2025
Q3 		$6.2M Sell
40,364
-55
-0.1% -$8.59K 0.55% 52
2025
Q2 		$6.44M Sell
40,419
-123
-0.3% -$20.1K 0.64% 46
2025
Q1 		$6.91M Buy
40,542
+328
+0.8% +$54.9K 0.72% 44
2024
Q4 		$6.74M Sell
40,214
-90
-0.2% -$15.3K 0.7% 41
2024
Q3 		$6.98M Sell
40,304
-135
-0.3% -$22.9K 0.83% 42
2024
Q2 		$6.67M Sell
40,439
-211
-0.5% -$34.5K 0.86% 41
2024
Q1 		$6.6M Buy
40,650
+579
+1% +$90.8K 0.76% 43
2023
Q4 		$5.87M Sell
40,071
-1,436
-3% -$213K 0.74% 42
2023
Q3 		$6.05M Sell
41,507
-33,669
-45% -$5.14M 0.85% 37
2023
Q2 		$11.4M Sell
75,176
-1,750
-2% -$264K 1.5% 17
2023
Q1 		$11.4M Buy
76,926
+2,051
+3% +$293K 1.57% 12
2022
Q4 		$11.3M Buy
+74,875
New +$10.5M 1.64% 14

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

FourThought Financial Partners's PG Position: Q1 2026 in Review

FourThought Financial Partners increased its Procter & Gamble (PG) stake by 25% in Q1 2026, buying an estimated $1.97M and bringing the position to 65,208 shares worth $9.42M. The position accounts for 0.81% of the portfolio, ranked #36.

FourThought Financial Partners first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.4M in Q1 2023. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • FourThought Financial Partners held 65,208 shares of Procter & Gamble worth $9.42M as of Q1 2026.
  • FourThought Financial Partners bought 12,985 Procter & Gamble shares in Q1 2026, an estimated $1.97M.
  • Procter & Gamble made up 0.81% of FourThought Financial Partners's portfolio in Q1 2026, its #36 holding.
  • FourThought Financial Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • FourThought Financial Partners's Procter & Gamble position peaked at $11.4M in Q1 2023.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.