GPWA
PG icon

Gaddis Premier Wealth Advisors’s Procter & Gamble PG Stock Holding History

Gaddis Premier Wealth Advisors’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
-1,636
Closed -$234K – 95
2025
Q4 		$234K Buy
+1,636
New +$241K 0.18% 74

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gaddis Premier Wealth Advisors's PG Position: Q1 2026 in Review

Gaddis Premier Wealth Advisors sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,636 shares — an estimated $234K sold.

Gaddis Premier Wealth Advisors first reported a position in PG in Q4 2025 and held it in 1 quarter. The position peaked at $234K in Q4 2025. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Gaddis Premier Wealth Advisors reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Gaddis Premier Wealth Advisors sold 1,636 Procter & Gamble shares in Q1 2026, an estimated $234K.
  • Gaddis Premier Wealth Advisors first reported a position in Procter & Gamble in Q4 2025 and held it in 1 quarter.
  • Gaddis Premier Wealth Advisors's Procter & Gamble position peaked at $234K in Q4 2025.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.