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

Freedom 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 		$351K Sell
2,428
-16
-0.7% -$2.43K 0.12% 69
2025
Q4 		$350K Buy
2,444
+5
+0.2% +$737 0.13% 67
2025
Q3 		$375K Buy
2,439
+4
+0.2% +$625 0.14% 66
2025
Q2 		$388K Sell
2,435
-396
-14% -$64.6K 0.16% 58
2025
Q1 		$482K Buy
2,831
+2
+0.1% +$335 0.22% 51
2024
Q4 		$474K Buy
+2,829
New +$482K 0.23% 53

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

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

Freedom Financial Partners reduced its Procter & Gamble (PG) stake by 0.65% in Q1 2026, selling an estimated $2.43K and leaving 2,428 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #69.

Freedom Financial Partners first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $482K in Q1 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Freedom Financial Partners held 2,428 shares of Procter & Gamble worth $351K as of Q1 2026.
  • Freedom Financial Partners sold 16 Procter & Gamble shares in Q1 2026, an estimated $2.43K.
  • Procter & Gamble made up 0.12% of Freedom Financial Partners's portfolio in Q1 2026, its #69 holding.
  • Freedom Financial Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Freedom Financial Partners's Procter & Gamble position peaked at $482K in Q1 2025.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.