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

Greenline 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 		– Sell
-43
Closed -$6.16K – 384
2025
Q4 		$6.16K Buy
+43
New +$6.34K 0.01% 375

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Greenline Wealth Management sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 43 shares — an estimated $6.16K sold.

Greenline Wealth Management first reported a position in PG in Q4 2025 and held it in 1 quarter. The position peaked at $6.16K in Q4 2025. 4,008 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Greenline Wealth Management reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 43 Procter & Gamble shares in Q1 2026, an estimated $6.16K.
  • Greenline Wealth Management first reported a position in Procter & Gamble in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Procter & Gamble position peaked at $6.16K in Q4 2025.
  • 4,008 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.