Houlihan Financial Resource Group’s Procter & Gamble PG Stock Holding History

Houlihan Financial Resource Group’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	$683K	Buy	4,725 +3	+0.1%	+$455	0.27%	64
2025 Q4	$698K	Buy	4,722 +1,993	+73%	+$294K	0.27%	64
2025 Q3	$419K	Sell	2,729 -2,281	-46%	-$356K	0.37%	57
2025 Q2	$774K	Buy	5,010 +4	+0.1%	+$653	0.32%	56
2025 Q1	$853K	Buy	5,006 +4	+0.1%	+$670	0.38%	49
2024 Q4	$839K	Buy	5,002 +4	+0.1%	+$681	0.36%	49
2024 Q3	$866K	Buy	+4,998	New	+$848K	0.36%	51
2024 Q2	–	Sell	-4,991	Closed	-$810K	–	89
2024 Q1	$810K	Sell	4,991 -6	-0.1%	-$941	0.36%	50
2023 Q4	$732K	Buy	4,997 +4	+0.1%	+$592	0.36%	51
2023 Q3	$740K	Buy	+4,993	New	+$763K	0.4%	48
2023 Q2	–	Sell	-5,011	Closed	-$745K	–	165
2023 Q1	$745K	Sell	5,011 -147	-3%	-$21K	0.41%	47
2022 Q4	$753K	Hold	5,158	–	–	0.43%	48
2022 Q3	$717K	Buy	+5,158	New	+$733K	0.44%	47
2020 Q3	$811K	Buy	+5,710	New	+$758K	0.47%	46
2020 Q1	$621K	Buy	5,649 +3	+0.1%	+$360	0.54%	44
2019 Q4	$705K	Buy	+5,646	New	+$691K	0.46%	52

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Houlihan Financial Resource Group's PG Position: Q1 2026 in Review

Houlihan Financial Resource Group increased its Procter & Gamble (PG) stake by 0.06% in Q1 2026, buying an estimated $455 and bringing the position to 4,725 shares worth $683K. The position accounts for 0.27% of the portfolio, ranked #64.

Houlihan Financial Resource Group first reported a position in PG in Q4 2019 and has held it in 16 quarters since. The position peaked at $866K in Q3 2024. 3,995 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Houlihan Financial Resource Group held 4,725 shares of Procter & Gamble worth $683K as of Q1 2026.
Houlihan Financial Resource Group bought 3 Procter & Gamble shares in Q1 2026, an estimated $455.
Procter & Gamble made up 0.27% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #64 holding.
Houlihan Financial Resource Group first reported a position in Procter & Gamble in Q4 2019 and has held it in 16 quarters since.
Houlihan Financial Resource Group's Procter & Gamble position peaked at $866K in Q3 2024.
3,995 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.