HFO
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Heritage Family Offices’s Procter & Gamble PG Stock Holding History

Heritage Family Offices’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 		$313K Buy
+2,164
New +$328K 0.14% 135

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

Heritage Family Offices's PG Position: Q1 2026 in Review

Heritage Family Offices opened a new position in Procter & Gamble (PG) in Q1 2026: 2,164 shares worth $313K. The stake represents 0.14% of the portfolio and ranks #135 among its holdings.

3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Heritage Family Offices held 2,164 shares of Procter & Gamble worth $313K as of Q1 2026.
  • Procter & Gamble was a new Heritage Family Offices position in Q1 2026.
  • Procter & Gamble made up 0.14% of Heritage Family Offices's portfolio in Q1 2026, its #135 holding.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.