High Note Wealth’s Procter & Gamble PG Stock Holding History

High Note Wealth’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	$143K	Buy	991 +44	+5%	+$6.67K	0.03%	129
2025 Q4	$136K	Sell	947 -296	-24%	-$43.6K	0.03%	127
2025 Q3	$191K	Buy	1,243 +8	+0.6%	+$1.25K	0.04%	108
2025 Q2	$197K	Hold	1,235	–	–	0.05%	105
2025 Q1	$210K	Hold	1,235	–	–	0.05%	96
2024 Q4	$207K	Hold	1,235	–	–	0.05%	93
2024 Q3	$214K	Sell	1,235 -101	-8%	-$17.1K	0.06%	96
2024 Q2	$220K	Sell	1,336 -43	-3%	-$7.03K	0.07%	92
2024 Q1	$224K	Buy	+1,379	New	+$216K	0.07%	90
2023 Q3	–	Sell	-1,336	Closed	-$203K	–	95
2023 Q2	$203K	Buy	+1,336	New	+$201K	0.08%	90
2023 Q1	–	Sell	-1,336	Closed	-$202K	–	97
2022 Q4	$202K	Buy	+1,336	New	+$187K	0.08%	92

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

High Note Wealth's PG Position: Q1 2026 in Review

High Note Wealth increased its Procter & Gamble (PG) stake by 4.6% in Q1 2026, buying an estimated $6.67K and bringing the position to 991 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #129.

High Note Wealth first reported a position in PG in Q4 2022 and has held it in 11 quarters since. The position peaked at $224K in Q1 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

High Note Wealth held 991 shares of Procter & Gamble worth $143K as of Q1 2026.
High Note Wealth bought 44 Procter & Gamble shares in Q1 2026, an estimated $6.67K.
Procter & Gamble made up 0.03% of High Note Wealth's portfolio in Q1 2026, its #129 holding.
High Note Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 11 quarters since.
High Note Wealth's Procter & Gamble position peaked at $224K in Q1 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.