GCM
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Goldstream Capital Management’s Procter & Gamble PG Stock Holding History

Goldstream Capital 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 		– Sell
-2,026
Closed -$290K – 54
2025
Q4 		$290K Hold
2,026
– – 0.1% 46
2025
Q3 		$311K Hold
2,026
– – 0.07% 40
2025
Q2 		$323K Hold
2,026
– – 0.11% 40
2025
Q1 		$345K Hold
2,026
– – 0.15% 30
2024
Q4 		$340K Sell
2,026
-2,982
-60% -$508K 0.1% 31
2024
Q3 		$867K Buy
+5,008
New +$850K 0.29% 30
2023
Q4 		– Sell
-1,922
Closed -$280K – 54
2023
Q3 		$280K Hold
1,922
– – 0.22% 30
2023
Q2 		$292K Buy
1,922
+568
+42% +$85.6K 0.21% 28
2023
Q1 		$201K Buy
+1,354
New +$194K 0.21% 22

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

Goldstream Capital Management's PG Position: Q1 2026 in Review

Goldstream Capital Management sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 2,026 shares — an estimated $290K sold.

Goldstream Capital Management first reported a position in PG in Q1 2023 and held it in 9 quarters. The position peaked at $867K in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Goldstream Capital Management reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Goldstream Capital Management sold 2,026 Procter & Gamble shares in Q1 2026, an estimated $290K.
  • Goldstream Capital Management first reported a position in Procter & Gamble in Q1 2023 and held it in 9 quarters.
  • Goldstream Capital Management's Procter & Gamble position peaked at $867K in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Goldstream Capital Management's 13F filing for Q1 2026, filed 15 May 2026.