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Granite Bay Wealth Management’s Procter & Gamble PG Stock Holding History

Granite Bay 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 		$282K Sell
1,955
-185
-9% -$28K 0.06% 74
2025
Q4 		$307K Buy
2,140
+228
+12% +$33.6K 0.07% 68
2025
Q3 		$294K Sell
1,912
-690
-27% -$108K 0.08% 61
2025
Q2 		$415K Buy
2,602
+918
+55% +$150K 0.13% 44
2025
Q1 		$287K Sell
1,684
-385
-19% -$64.5K 0.1% 60
2024
Q4 		$347K Buy
+2,069
New +$352K 0.13% 54
2024
Q3 		– Sell
-2,009
Closed -$331K – 65
2024
Q2 		$331K Sell
2,009
-13
-0.6% -$2.13K 0.18% 51
2024
Q1 		$328K Sell
2,022
-131,499
-98% -$20.6M 0.19% 59
2023
Q4 		$19.8M Sell
133,521
-6,705
-5% -$993K 0.18% 59
2023
Q3 		$21.4M Buy
+140,226
New +$21.4M 0.21% 52
2023
Q2 		– Sell
-2,265
Closed -$337K – 66
2023
Q1 		$337K Buy
2,265
+573
+34% +$81.9K 0.24% 53
2022
Q4 		$256K Buy
+1,692
New +$237K 0.17% 54
2022
Q3 		– Sell
-1,576
Closed -$227K – 58
2022
Q2 		$227K Sell
1,576
-26
-2% -$3.91K 0.18% 52
2022
Q1 		$245K Buy
1,602
+31
+2% +$4.85K 0.2% 54
2021
Q4 		$257K Buy
+1,571
New +$233K 0.25% 52

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

Granite Bay Wealth Management's PG Position: Q1 2026 in Review

Granite Bay Wealth Management reduced its Procter & Gamble (PG) stake by 8.6% in Q1 2026, selling an estimated $28K and leaving 1,955 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #74.

Granite Bay Wealth Management first reported a position in PG in Q4 2021 and has held it in 15 quarters since. The position peaked at $21.4M in Q3 2023. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Granite Bay Wealth Management held 1,955 shares of Procter & Gamble worth $282K as of Q1 2026.
  • Granite Bay Wealth Management sold 185 Procter & Gamble shares in Q1 2026, an estimated $28K.
  • Procter & Gamble made up 0.06% of Granite Bay Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Granite Bay Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 15 quarters since.
  • Granite Bay Wealth Management's Procter & Gamble position peaked at $21.4M in Q3 2023.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.