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Greykasell Wealth Strategies’s Procter & Gamble PG Stock Holding History

Greykasell Wealth Strategies’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 		$139K Buy
962
+42
+5% +$6.37K 0.06% 166
2025
Q4 		$132K Sell
920
-117
-11% -$17.3K 0.05% 168
2025
Q3 		$159K Buy
1,037
+117
+13% +$18.3K 0.07% 149
2025
Q2 		$147K Hold
920
– – 0.07% 145
2025
Q1 		$157K Buy
+920
New +$154K 0.08% 132

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

Greykasell Wealth Strategies's PG Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Procter & Gamble (PG) stake by 4.6% in Q1 2026, buying an estimated $6.37K and bringing the position to 962 shares worth $139K. The position accounts for 0.06% of the portfolio, ranked #166.

Greykasell Wealth Strategies first reported a position in PG in Q1 2025 and has held it in 5 quarters since. The position peaked at $159K in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Greykasell Wealth Strategies held 962 shares of Procter & Gamble worth $139K as of Q1 2026.
  • Greykasell Wealth Strategies bought 42 Procter & Gamble shares in Q1 2026, an estimated $6.37K.
  • Procter & Gamble made up 0.06% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #166 holding.
  • Greykasell Wealth Strategies first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
  • Greykasell Wealth Strategies's Procter & Gamble position peaked at $159K in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.