GWM
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GDS Wealth Management’s Procter & Gamble PG Stock Holding History

GDS 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
2026
Q1 		$13.8M Buy
95,634
+9,101
+11% +$1.38M 0.83% 54
2025
Q4 		$12.4M Buy
86,533
+5,343
+7% +$788K 0.78% 52
2025
Q3 		$12.5M Buy
81,190
+14,060
+21% +$2.2M 0.82% 51
2025
Q2 		$10.7M Buy
67,130
+8,575
+15% +$1.4M 0.78% 57
2025
Q1 		$9.98M Buy
58,555
+34,640
+145% +$5.8M 0.85% 42
2024
Q4 		$4.01M Buy
23,915
+7,640
+47% +$1.3M 0.37% 56
2024
Q3 		$2.82M Buy
16,275
+11,761
+261% +$2M 0.27% 50
2024
Q2 		$744K Sell
4,514
-182
-4% -$29.8K 0.08% 69
2024
Q1 		$762K Sell
4,696
-78
-2% -$12.2K 0.09% 69
2023
Q4 		$700K Buy
4,774
+221
+5% +$32.7K 0.09% 66
2023
Q3 		$664K Sell
4,553
-663
-13% -$101K 0.1% 63
2023
Q2 		$791K Sell
5,216
-90
-2% -$13.6K 0.13% 63
2023
Q1 		$789K Sell
5,306
-12
-0.2% -$1.72K 0.14% 58
2022
Q4 		$806K Buy
5,318
+51
+1% +$7.15K 0.15% 61
2022
Q3 		$665K Sell
5,267
-12
-0.2% -$1.71K 0.15% 61
2022
Q2 		$759K Buy
5,279
+201
+4% +$30.2K 0.17% 60
2022
Q1 		$798K Buy
5,078
+19
+0.4% +$2.97K 0.18% 61
2021
Q4 		$828K Buy
+5,059
New +$751K 0.19% 58

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

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

GDS Wealth Management increased its Procter & Gamble (PG) stake by 11% in Q1 2026, buying an estimated $1.38M and bringing the position to 95,634 shares worth $13.8M. The position accounts for 0.83% of the portfolio, ranked #54.

GDS Wealth Management first reported a position in PG in Q4 2021 and has held it in 18 quarters since. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • GDS Wealth Management held 95,634 shares of Procter & Gamble worth $13.8M as of Q1 2026.
  • GDS Wealth Management bought 9,101 Procter & Gamble shares in Q1 2026, an estimated $1.38M.
  • Procter & Gamble made up 0.83% of GDS Wealth Management's portfolio in Q1 2026, its #54 holding.
  • GDS Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.