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IAG Wealth Partners’s Procter & Gamble PG Stock Holding History

IAG Wealth Partners’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 		$55.4K Sell
384
-55
-13% -$8.34K 0.01% 202
2025
Q4 		$62.9K Sell
439
-33
-7% -$4.87K 0.01% 191
2025
Q3 		$72.5K Buy
472
+3
+0.6% +$469 0.01% 185
2025
Q2 		$74.7K Buy
469
+1
+0.2% +$163 0.01% 177
2025
Q1 		$79.7K Hold
468
– – 0.01% 160
2024
Q4 		$78.4K Buy
468
+283
+153% +$48.2K 0.01% 159
2024
Q3 		$32K Sell
185
-23
-11% -$3.9K 0.01% 231
2024
Q2 		$34.2K Sell
208
-62
-23% -$10.1K 0.01% 213
2024
Q1 		$43.7K Buy
270
+117
+76% +$18.4K 0.01% 172
2023
Q4 		$22.4K Hold
153
– – 0.01% 227
2023
Q3 		$22.3K Sell
153
-90
-37% -$13.7K 0.01% 215
2023
Q2 		$36.8K Hold
243
– – 0.01% 182
2023
Q1 		$36.1K Buy
243
+90
+59% +$12.9K 0.01% 169
2022
Q4 		$23.1K Sell
153
-150
-50% -$21K 0.01% 197
2022
Q3 		$38K Hold
303
– – 0.01% 146
2022
Q2 		$44K Sell
303
-14
-4% -$2.1K 0.01% 140
2022
Q1 		$48K Buy
317
+75
+31% +$11.7K 0.02% 142
2021
Q4 		$40K Sell
242
-261
-52% -$38.8K 0.01% 156
2021
Q3 		$71K Sell
503
-450
-47% -$63.8K 0.03% 103
2021
Q2 		$129K Hold
953
– – 0.05% 66
2021
Q1 		$130K Hold
953
– – 0.05% 66
2020
Q4 		$133K Hold
953
– – 0.05% 63
2020
Q3 		$133K Buy
953
+122
+15% +$16.2K 0.06% 63
2020
Q2 		$100K Hold
831
– – 0.05% 66
2020
Q1 		$92K Hold
831
– – 0.06% 65
2019
Q4 		$104K Buy
+831
New +$102K 0.07% 64

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

IAG Wealth Partners's PG Position: Q1 2026 in Review

IAG Wealth Partners reduced its Procter & Gamble (PG) stake by 13% in Q1 2026, selling an estimated $8.34K and leaving 384 shares worth $55.4K. The position accounts for 0.01% of the portfolio, ranked #202.

IAG Wealth Partners first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $133K in Q4 2020. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • IAG Wealth Partners held 384 shares of Procter & Gamble worth $55.4K as of Q1 2026.
  • IAG Wealth Partners sold 55 Procter & Gamble shares in Q1 2026, an estimated $8.34K.
  • Procter & Gamble made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #202 holding.
  • IAG Wealth Partners first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Procter & Gamble position peaked at $133K in Q4 2020.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.