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Good Steward Wealth Advisors’s Procter & Gamble PG Stock Holding History

Good Steward 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 		$264K Sell
1,831
-471
-20% -$71.4K 0.17% 54
2025
Q4 		$330K Sell
2,302
-533
-19% -$78.6K 0.22% 45
2025
Q3 		$436K Sell
2,835
-435
-13% -$67.9K 0.3% 41
2025
Q2 		$521K Sell
3,270
-620
-16% -$101K 0.41% 40
2025
Q1 		$663K Buy
+3,890
New +$652K 0.6% 42

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

Good Steward Wealth Advisors's PG Position: Q1 2026 in Review

Good Steward Wealth Advisors reduced its Procter & Gamble (PG) stake by 20% in Q1 2026, selling an estimated $71.4K and leaving 1,831 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #54.

Good Steward Wealth Advisors first reported a position in PG in Q1 2025 and has held it in 5 quarters since. The position peaked at $663K in Q1 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Good Steward Wealth Advisors held 1,831 shares of Procter & Gamble worth $264K as of Q1 2026.
  • Good Steward Wealth Advisors sold 471 Procter & Gamble shares in Q1 2026, an estimated $71.4K.
  • Procter & Gamble made up 0.17% of Good Steward Wealth Advisors's portfolio in Q1 2026, its #54 holding.
  • Good Steward Wealth Advisors first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
  • Good Steward Wealth Advisors's Procter & Gamble position peaked at $663K in Q1 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.