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Helen Stephens Group’s Procter & Gamble PG Stock Holding History

Helen Stephens Group’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 		$497K Buy
3,442
+531
+18% +$80.5K 0.1% 79
2025
Q4 		$417K Sell
2,911
-63
-2% -$9.29K 0.09% 77
2025
Q3 		$457K Buy
2,974
+5
+0.2% +$781 0.1% 69
2025
Q2 		$473K Buy
2,969
+5
+0.2% +$816 0.12% 59
2025
Q1 		$505K Sell
2,964
-75
-2% -$12.6K 0.14% 55
2024
Q4 		$510K Sell
3,039
-72
-2% -$12.3K 0.15% 52
2024
Q3 		$539K Sell
3,111
-172
-5% -$29.2K 0.16% 55
2024
Q2 		$541K Sell
3,283
-1
-0% -$163 0.19% 54
2024
Q1 		$533K Sell
3,284
-300
-8% -$47K 0.21% 46
2023
Q4 		$525K Buy
3,584
+2
+0.1% +$296 0.24% 44
2023
Q3 		$523K Sell
3,582
-14
-0.4% -$2.14K 0.27% 42
2023
Q2 		$546K Buy
3,596
+16
+0.4% +$2.41K 0.28% 43
2023
Q1 		$532K Buy
3,580
+51
+1% +$7.29K 0.28% 44
2022
Q4 		$535K Sell
3,529
-6
-0.2% -$841 0.32% 42
2022
Q3 		$446K Sell
3,535
-14
-0.4% -$1.99K 0.31% 43
2022
Q2 		$510K Sell
3,549
-56
-2% -$8.42K 0.36% 36
2022
Q1 		$551K Hold
3,605
– – 0.38% 33
2021
Q4 		$590K Buy
+3,605
New +$535K 0.47% 27

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

Helen Stephens Group's PG Position: Q1 2026 in Review

Helen Stephens Group increased its Procter & Gamble (PG) stake by 18% in Q1 2026, buying an estimated $80.5K and bringing the position to 3,442 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #79.

Helen Stephens Group first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $590K in Q4 2021. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Helen Stephens Group held 3,442 shares of Procter & Gamble worth $497K as of Q1 2026.
  • Helen Stephens Group bought 531 Procter & Gamble shares in Q1 2026, an estimated $80.5K.
  • Procter & Gamble made up 0.1% of Helen Stephens Group's portfolio in Q1 2026, its #79 holding.
  • Helen Stephens Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Helen Stephens Group's Procter & Gamble position peaked at $590K in Q4 2021.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Helen Stephens Group's 13F filing for Q1 2026, filed 1 Apr 2026.