JSW
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Journey Strategic Wealth’s Procter & Gamble PG Stock Holding History

Journey Strategic 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 		$4.51M Buy
31,190
+5,859
+23% +$888K 0.11% 53
2025
Q4 		$3.63M Sell
25,331
-8,590
-25% -$1.27M 0.1% 60
2025
Q3 		$5.21M Buy
33,921
+4,932
+17% +$770K 0.15% 49
2025
Q2 		$4.62M Sell
28,989
-109
-0.4% -$17.8K 0.15% 50
2025
Q1 		$4.96M Buy
29,098
+10,344
+55% +$1.73M 0.17% 41
2024
Q4 		$3.14M Buy
18,754
+5,158
+38% +$878K 0.12% 48
2024
Q3 		$2.35M Buy
13,596
+2,174
+19% +$369K 0.09% 60
2024
Q2 		$1.88M Buy
11,422
+3,227
+39% +$528K 0.08% 52
2024
Q1 		$1.33M Buy
8,195
+946
+13% +$148K 0.06% 59
2023
Q4 		$1.06M Buy
7,249
+114
+2% +$16.9K 0.05% 58
2023
Q3 		$1.04M Buy
7,135
+78
+1% +$11.9K 0.05% 58
2023
Q2 		$1.07M Sell
7,057
-1,485
-17% -$224K 0.05% 53
2023
Q1 		$1.27M Sell
8,542
-1,005
-11% -$144K 0.13% 46
2022
Q4 		$1.45M Buy
9,547
+1,712
+22% +$240K 0.17% 42
2022
Q3 		$988K Buy
7,835
+1,528
+24% +$217K 0.13% 42
2022
Q2 		$907K Sell
6,307
-1,176
-16% -$177K 0.12% 42
2022
Q1 		$1.14M Buy
7,483
+722
+11% +$113K 0.12% 25
2021
Q4 		$1.11M Buy
+6,761
New +$1M 0.12% 41

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

Journey Strategic Wealth's PG Position: Q1 2026 in Review

Journey Strategic Wealth increased its Procter & Gamble (PG) stake by 23% in Q1 2026, buying an estimated $888K and bringing the position to 31,190 shares worth $4.51M. The position accounts for 0.11% of the portfolio, ranked #53.

Journey Strategic Wealth first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.21M in Q3 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Journey Strategic Wealth held 31,190 shares of Procter & Gamble worth $4.51M as of Q1 2026.
  • Journey Strategic Wealth bought 5,859 Procter & Gamble shares in Q1 2026, an estimated $888K.
  • Procter & Gamble made up 0.11% of Journey Strategic Wealth's portfolio in Q1 2026, its #53 holding.
  • Journey Strategic Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Journey Strategic Wealth's Procter & Gamble position peaked at $5.21M in Q3 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.