GSEP
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Golden State Equity Partners’s Procter & Gamble PG Stock Holding History

Golden State Equity 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 		$2.81M Buy
19,462
+9,676
+99% +$1.47M 0.21% 108
2025
Q4 		$1.4M Buy
9,786
+998
+11% +$147K 0.23% 99
2025
Q3 		$1.35M Buy
8,788
+263
+3% +$41.1K 0.23% 105
2025
Q2 		$1.36M Sell
8,525
-2,388
-22% -$390K 0.25% 89
2025
Q1 		$1.86M Buy
10,913
+2,761
+34% +$462K 0.37% 62
2024
Q4 		$1.37M Buy
8,152
+2,703
+50% +$460K 0.26% 87
2024
Q3 		$945K Sell
5,449
-1,085
-17% -$184K 0.5% 36
2024
Q2 		$1.08M Buy
+6,534
New +$1.07M 0.22% 114
2023
Q4 		$1.22M Sell
8,304
-230
-3% -$34.1K 0.3% 84
2023
Q3 		$1.24M Sell
8,534
-716
-8% -$109K 0.35% 74
2023
Q2 		$1.4M Buy
9,250
+304
+3% +$45.8K 0.39% 56
2023
Q1 		$1.33M Buy
+8,946
New +$1.28M 0.72% 40
2022
Q1 		$463K Sell
3,030
-46
-1% -$7.2K 0.23% 113
2021
Q4 		$503K Buy
3,076
+306
+11% +$45.4K 0.25% 94
2021
Q3 		$387K Sell
2,770
-503
-15% -$71.3K 0.16% 131
2021
Q2 		$442K Buy
3,273
+1,026
+46% +$139K 0.17% 136
2021
Q1 		$304K Sell
2,247
-85
-4% -$11.1K 0.17% 123
2020
Q4 		$324K Buy
+2,332
New +$326K 0.22% 116

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

Golden State Equity Partners's PG Position: Q1 2026 in Review

Golden State Equity Partners increased its Procter & Gamble (PG) stake by 99% in Q1 2026, buying an estimated $1.47M and bringing the position to 19,462 shares worth $2.81M. The position accounts for 0.21% of the portfolio, ranked #108.

Golden State Equity Partners first reported a position in PG in Q4 2020 and has held it in 18 quarters since. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Golden State Equity Partners held 19,462 shares of Procter & Gamble worth $2.81M as of Q1 2026.
  • Golden State Equity Partners bought 9,676 Procter & Gamble shares in Q1 2026, an estimated $1.47M.
  • Procter & Gamble made up 0.21% of Golden State Equity Partners's portfolio in Q1 2026, its #108 holding.
  • Golden State Equity Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 18 quarters since.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.