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Horizon Family Wealth’s Procter & Gamble PG Stock Holding History

Horizon Family 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 		$207K Sell
1,433
-2
-0.1% -$303 0.11% 88
2025
Q4 		$206K Sell
1,435
-25
-2% -$3.69K 0.11% 83
2025
Q3 		$224K Buy
1,460
+10
+0.7% +$1.56K 0.13% 77
2025
Q2 		$231K Buy
1,450
+9
+0.6% +$1.47K 0.14% 74
2025
Q1 		$246K Sell
1,441
-37
-3% -$6.2K 0.16% 63
2024
Q4 		$248K Sell
1,478
-14
-0.9% -$2.38K 0.16% 73
2024
Q3 		$258K Buy
1,492
+9
+0.6% +$1.53K 0.18% 70
2024
Q2 		$245K Buy
1,483
+10
+0.7% +$1.64K 0.19% 71
2024
Q1 		$239K Buy
1,473
+8
+0.5% +$1.25K 0.18% 67
2023
Q4 		$215K Buy
1,465
+9
+0.6% +$1.33K 0.18% 65
2023
Q3 		$212K Buy
1,456
+9
+0.6% +$1.38K 0.21% 61
2023
Q2 		$220K Sell
1,447
-162
-10% -$24.4K 0.21% 61
2023
Q1 		$239K Buy
1,609
+4
+0.2% +$572 0.25% 49
2022
Q4 		$243K Buy
1,605
+21
+1% +$2.94K 0.28% 47
2022
Q3 		$201K Buy
1,584
+48
+3% +$6.82K 0.25% 52
2022
Q2 		$221K Sell
1,536
-16
-1% -$2.4K 0.26% 50
2022
Q1 		$237K Buy
1,552
+46
+3% +$7.2K 0.24% 54
2021
Q4 		$246K Buy
+1,506
New +$224K 0.25% 41

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

Horizon Family Wealth's PG Position: Q1 2026 in Review

Horizon Family Wealth reduced its Procter & Gamble (PG) stake by 0.14% in Q1 2026, selling an estimated $303 and leaving 1,433 shares worth $207K. The position accounts for 0.11% of the portfolio, ranked #88.

Horizon Family Wealth first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $258K in Q3 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Horizon Family Wealth held 1,433 shares of Procter & Gamble worth $207K as of Q1 2026.
  • Horizon Family Wealth sold 2 Procter & Gamble shares in Q1 2026, an estimated $303.
  • Procter & Gamble made up 0.11% of Horizon Family Wealth's portfolio in Q1 2026, its #88 holding.
  • Horizon Family Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Horizon Family Wealth's Procter & Gamble position peaked at $258K in Q3 2024.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.