ISWM
PG icon

Independent Solutions Wealth Management’s Procter & Gamble PG Stock Holding History

Independent Solutions 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 		$3.08M Buy
21,313
+10,926
+105% +$1.66M 0.45% 63
2025
Q4 		$1.49M Sell
10,387
-411
-4% -$60.6K 0.27% 98
2025
Q3 		$1.66M Buy
10,798
+563
+6% +$87.9K 0.29% 95
2025
Q2 		$1.63M Buy
10,235
+466
+5% +$76.1K 0.32% 91
2025
Q1 		$1.66M Sell
9,769
-487
-5% -$81.6K 0.37% 82
2024
Q4 		$1.72M Buy
10,256
+71
+0.7% +$12.1K 0.38% 84
2024
Q3 		$1.76M Buy
10,185
+44
+0.4% +$7.47K 0.4% 78
2024
Q2 		$1.67M Buy
10,141
+148
+1% +$24.2K 0.38% 77
2024
Q1 		$1.62M Buy
9,993
+86
+0.9% +$13.5K 0.38% 75
2023
Q4 		$1.45M Sell
9,907
-676
-6% -$100K 0.37% 75
2023
Q3 		$1.54M Sell
10,583
-1,380
-12% -$211K 0.4% 60
2023
Q2 		$1.82M Buy
11,963
+778
+7% +$117K 0.46% 53
2023
Q1 		$1.66M Buy
11,185
+346
+3% +$49.5K 0.49% 52
2022
Q4 		$1.64M Buy
10,839
+2,296
+27% +$322K 0.5% 51
2022
Q3 		$1.08M Sell
8,543
-544
-6% -$77.3K 0.35% 72
2022
Q2 		$1.31M Sell
9,087
-5,251
-37% -$789K 0.41% 64
2022
Q1 		$2.19M Buy
14,338
+1,269
+10% +$199K 0.52% 46
2021
Q4 		$2.14M Buy
13,069
+646
+5% +$95.9K 0.5% 49
2021
Q3 		$1.74M Buy
12,423
+595
+5% +$84.3K 0.43% 54
2021
Q2 		$1.6M Buy
11,828
+6,780
+134% +$917K 0.39% 61
2021
Q1 		$684K Sell
5,048
-207
-4% -$27K 0.19% 100
2020
Q4 		$731K Buy
5,255
+262
+5% +$36.6K 0.23% 86
2020
Q3 		$694K Sell
4,993
-7
-0.1% -$929 0.26% 78
2020
Q2 		$598K Sell
5,000
-60
-1% -$7K 0.26% 79
2020
Q1 		$557K Buy
5,060
+1,809
+56% +$217K 0.31% 64
2019
Q4 		$406K Buy
+3,251
New +$398K 0.18% 105

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

Independent Solutions Wealth Management's PG Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its Procter & Gamble (PG) stake by 105% in Q1 2026, buying an estimated $1.66M and bringing the position to 21,313 shares worth $3.08M. The position accounts for 0.45% of the portfolio, ranked #63.

Independent Solutions Wealth Management first reported a position in PG in Q4 2019 and has held it in 26 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Independent Solutions Wealth Management held 21,313 shares of Procter & Gamble worth $3.08M as of Q1 2026.
  • Independent Solutions Wealth Management bought 10,926 Procter & Gamble shares in Q1 2026, an estimated $1.66M.
  • Procter & Gamble made up 0.45% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Independent Solutions Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.