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Heritage Wealth Management (Ohio)’s Procter & Gamble PG Stock Holding History

Heritage Wealth Management (Ohio)’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
-142,830
Closed -$20.5M – 221
2025
Q4 		$20.5M Sell
142,830
-7,984
-5% -$1.18M 5.69% 1
2025
Q3 		$23.2M Buy
150,814
+37,198
+33% +$5.81M 6.8% 1
2025
Q2 		$18.1M Buy
113,616
+16
+0% +$2.61K 5.86% 2
2025
Q1 		$19.4M Sell
113,600
-1,958
-2% -$328K 6.59% 1
2024
Q4 		$19.4M Sell
115,558
-1,561
-1% -$266K 6.44% 1
2024
Q3 		$20.3M Sell
117,119
-1,028
-0.9% -$175K 6.65% 1
2024
Q2 		$19.5M Buy
+118,147
New +$19.3M 6.54% 1

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 Wealth Management (Ohio)'s PG Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 142,830 shares — an estimated $20.5M sold.

Heritage Wealth Management (Ohio) first reported a position in PG in Q2 2024 and held it in 7 quarters. The position peaked at $23.2M in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 142,830 Procter & Gamble shares in Q1 2026, an estimated $20.5M.
  • Heritage Wealth Management (Ohio) first reported a position in Procter & Gamble in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Procter & Gamble position peaked at $23.2M in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.