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GWN Securities’s Procter & Gamble PG Stock Holding History

GWN Securities’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 		$3.19M Sell
22,058
-1,050
-5% -$159K 0.61% 43
2025
Q4 		$3.31M Buy
23,108
+1,044
+5% +$154K 0.67% 37
2025
Q3 		$3.43M Sell
22,064
-22,510
-51% -$3.52M 0.79% 28
2025
Q2 		$7.16M Buy
44,574
+2,415
+6% +$394K 1.33% 15
2025
Q1 		$7.01M Buy
42,159
+23,121
+121% +$3.87M 0.4% 54
2024
Q4 		$3.13M Buy
+19,038
New +$3.24M 0.84% 21

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

GWN Securities's PG Position: Q1 2026 in Review

GWN Securities reduced its Procter & Gamble (PG) stake by 4.5% in Q1 2026, selling an estimated $159K and leaving 22,058 shares worth $3.19M. The position accounts for 0.61% of the portfolio, ranked #43.

GWN Securities first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.16M in Q2 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • GWN Securities held 22,058 shares of Procter & Gamble worth $3.19M as of Q1 2026.
  • GWN Securities sold 1,050 Procter & Gamble shares in Q1 2026, an estimated $159K.
  • Procter & Gamble made up 0.61% of GWN Securities's portfolio in Q1 2026, its #43 holding.
  • GWN Securities first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Procter & Gamble position peaked at $7.16M in Q2 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.