IPW
PG icon

Inlet Private Wealth’s Procter & Gamble PG Stock Holding History

Inlet Private Wealth’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 		$1.61M Sell
11,174
-91
-0.8% -$13.8K 0.41% 68
2025
Q4 		$1.61M Hold
11,265
– – 0.37% 68
2025
Q3 		$1.73M Buy
11,265
+172
+2% +$26.9K 0.39% 69
2025
Q2 		$1.77M Hold
11,093
– – 0.43% 67
2025
Q1 		$1.89M Hold
11,093
– – 0.49% 62
2024
Q4 		$1.86M Sell
11,093
-800
-7% -$136K 0.49% 66
2024
Q3 		$2.06M Sell
11,893
-150
-1% -$25.5K 0.52% 64
2024
Q2 		$1.99M Buy
12,043
+428
+4% +$70K 0.54% 59
2024
Q1 		$1.88M Hold
11,615
– – 0.53% 58
2023
Q4 		$1.7M Sell
11,615
-1,200
-9% -$178K 0.52% 61
2023
Q3 		$1.87M Sell
12,815
-3,581
-22% -$547K 0.61% 56
2023
Q2 		$2.49M Hold
16,396
– – 0.63% 52
2023
Q1 		$2.44M Sell
16,396
-100
-0.6% -$14.3K 0.63% 54
2022
Q4 		$2.5M Buy
16,496
+601
+4% +$84.3K 0.64% 54
2022
Q3 		$2.01M Sell
15,895
-10
-0.1% -$1.42K 0.6% 54
2022
Q2 		$2.29M Buy
15,905
+12
+0.1% +$1.8K 0.65% 50
2022
Q1 		$2.43M Buy
15,893
+533
+3% +$83.4K 0.61% 54
2021
Q4 		$2.51M Buy
15,360
+12
+0.1% +$1.78K 0.61% 53
2021
Q3 		$2.15M Hold
15,348
– – 0.58% 59
2021
Q2 		$2.07M Buy
15,348
+9
+0.1% +$1.22K 0.54% 61
2021
Q1 		$2.08M Buy
15,339
+8
+0.1% +$1.04K 0.59% 56
2020
Q4 		$2.13M Hold
15,331
– – 0.7% 52
2020
Q3 		$2.13M Hold
15,331
– – 0.83% 44
2020
Q2 		$1.83M Sell
15,331
-210
-1% -$24.5K 0.73% 48
2020
Q1 		$1.71M Hold
15,541
– – 0.79% 45
2019
Q4 		$1.94M Sell
15,541
-233
-1% -$28.5K 0.64% 47
2019
Q3 		$1.96M Sell
15,774
-240
-1% -$28.4K 0.73% 45
2019
Q2 		$1.84M Buy
16,014
+2,106
+15% +$224K 0.66% 48
2019
Q1 		$1.45M Buy
13,908
+3,179
+30% +$309K 0.58% 56
2018
Q4 		$986K Buy
+10,729
New +$959K 0.53% 52

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

Inlet Private Wealth's PG Position: Q1 2026 in Review

Inlet Private Wealth reduced its Procter & Gamble (PG) stake by 0.81% in Q1 2026, selling an estimated $13.8K and leaving 11,174 shares worth $1.61M. The position accounts for 0.41% of the portfolio, ranked #68.

Inlet Private Wealth first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.51M in Q4 2021. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Inlet Private Wealth held 11,174 shares of Procter & Gamble worth $1.61M as of Q1 2026.
  • Inlet Private Wealth sold 91 Procter & Gamble shares in Q1 2026, an estimated $13.8K.
  • Procter & Gamble made up 0.41% of Inlet Private Wealth's portfolio in Q1 2026, its #68 holding.
  • Inlet Private Wealth first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's Procter & Gamble position peaked at $2.51M in Q4 2021.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.