Icon Wealth Advisors’s Procter & Gamble PG Stock Holding History

Icon Wealth Advisors’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	$3.77M	Sell	25,744 -8,922	-26%	-$1.35M	0.24%	67
2025 Q4	$4.97M	Sell	34,666 -1,521	-4%	-$224K	0.33%	59
2025 Q3	$5.56M	Sell	36,187 -527	-1%	-$82.3K	0.38%	52
2025 Q2	$5.85M	Buy	36,714 +4,239	+13%	+$692K	0.42%	50
2025 Q1	$5.53M	Buy	32,475 +2,028	+7%	+$340K	0.46%	49
2024 Q4	$5.1M	Buy	30,447 +1,834	+6%	+$312K	0.42%	49
2024 Q3	$4.96M	Buy	28,613 +1,380	+5%	+$234K	0.41%	49
2024 Q2	$4.38M	Sell	27,233 -1,385	-5%	-$226K	0.39%	53
2024 Q1	$4.64M	Sell	28,618 -2,097	-7%	-$329K	0.43%	47
2023 Q4	$4.5M	Buy	+30,715	New	+$4.55M	0.47%	43
2022 Q4	$7.03M	Buy	46,388 +311	+0.7%	+$43.6K	0.81%	24
2022 Q3	$5.82M	Buy	+46,077	New	+$6.55M	0.71%	29

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

Icon Wealth Advisors's PG Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Procter & Gamble (PG) stake by 26% in Q1 2026, selling an estimated $1.35M and leaving 25,744 shares worth $3.77M. The position accounts for 0.24% of the portfolio, ranked #67.

Icon Wealth Advisors first reported a position in PG in Q3 2022 and has held it in 12 quarters since. The position peaked at $7.03M in Q4 2022. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Icon Wealth Advisors held 25,744 shares of Procter & Gamble worth $3.77M as of Q1 2026.
Icon Wealth Advisors sold 8,922 Procter & Gamble shares in Q1 2026, an estimated $1.35M.
Procter & Gamble made up 0.24% of Icon Wealth Advisors's portfolio in Q1 2026, its #67 holding.
Icon Wealth Advisors first reported a position in Procter & Gamble in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Procter & Gamble position peaked at $7.03M in Q4 2022.
3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.