HWM
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Horizon Wealth Management’s Procter & Gamble PG Stock Holding History

Horizon Wealth Management’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
-1,631
Closed -$234K – 146
2025
Q4 		$234K Buy
1,631
+7
+0.4% +$1.03K 0.04% 115
2025
Q3 		$250K Buy
1,624
+7
+0.4% +$1.09K 0.04% 110
2025
Q2 		$258K Sell
1,617
-166
-9% -$27.1K 0.05% 86
2025
Q1 		$304K Buy
+1,783
New +$299K 0.05% 74

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 Wealth Management's PG Position: Q1 2026 in Review

Horizon Wealth Management sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,631 shares — an estimated $234K sold.

Horizon Wealth Management first reported a position in PG in Q1 2025 and held it in 4 quarters. The position peaked at $304K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Horizon Wealth Management reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Horizon Wealth Management sold 1,631 Procter & Gamble shares in Q1 2026, an estimated $234K.
  • Horizon Wealth Management first reported a position in Procter & Gamble in Q1 2025 and held it in 4 quarters.
  • Horizon Wealth Management's Procter & Gamble position peaked at $304K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.