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Keebeck Wealth Management’s Procter & Gamble PG Stock Holding History

Keebeck 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 		$2.05M Buy
14,169
+693
+5% +$105K 0.23% 108
2025
Q4 		$1.93M Buy
13,476
+86
+0.6% +$12.7K 0.22% 112
2025
Q3 		$2.06M Buy
13,390
+257
+2% +$40.1K 0.24% 105
2025
Q2 		$2.09M Sell
13,133
-380
-3% -$62K 0.27% 93
2025
Q1 		$2.3M Buy
13,513
+995
+8% +$167K 0.34% 85
2024
Q4 		$2.1M Buy
12,518
+135
+1% +$23K 0.3% 87
2024
Q3 		$2.14M Buy
12,383
+12
+0.1% +$2.04K 0.31% 85
2024
Q2 		$2.04M Hold
12,371
– – 0.3% 89
2024
Q1 		$2.01M Sell
12,371
-627
-5% -$98.3K 0.3% 92
2023
Q4 		$1.9M Sell
12,998
-223
-2% -$33K 0.31% 86
2023
Q3 		$1.93M Sell
13,221
-251
-2% -$38.3K 0.34% 79
2023
Q2 		$2.04M Hold
13,472
– – 0.28% 87
2023
Q1 		$2M Buy
13,472
+300
+2% +$42.9K 0.32% 80
2022
Q4 		$2M Sell
13,172
-170
-1% -$23.8K 0.35% 69
2022
Q3 		$1.68M Buy
13,342
+1
+0% +$142 0.32% 72
2022
Q2 		$1.92M Sell
13,341
-16,932
-56% -$2.54M 0.37% 68
2022
Q1 		$4.63M Buy
30,273
+1
+0% +$156 0.77% 29
2021
Q4 		$4.95M Buy
30,272
+466
+2% +$69.2K 0.88% 25
2021
Q3 		$4.17M Sell
29,806
-1,386
-4% -$196K 0.82% 29
2021
Q2 		$4.21M Buy
31,192
+528
+2% +$71.4K 0.61% 38
2021
Q1 		$4.15M Buy
30,664
+428
+1% +$55.8K 0.65% 37
2020
Q4 		$4.21M Buy
30,236
+291
+1% +$40.7K 0.73% 32
2020
Q3 		$4.16M Sell
29,945
-388
-1% -$51.5K 0.86% 26
2020
Q2 		$3.63M Sell
30,333
-217
-0.7% -$25.3K 1.15% 17
2020
Q1 		$3.36M Sell
30,550
-110
-0.4% -$13.2K 1.4% 16
2019
Q4 		$3.83M Buy
+30,660
New +$3.75M 1.21% 23

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

Keebeck Wealth Management's PG Position: Q1 2026 in Review

Keebeck Wealth Management increased its Procter & Gamble (PG) stake by 5.1% in Q1 2026, buying an estimated $105K and bringing the position to 14,169 shares worth $2.05M. The position accounts for 0.23% of the portfolio, ranked #108.

Keebeck Wealth Management first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.95M in Q4 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Keebeck Wealth Management held 14,169 shares of Procter & Gamble worth $2.05M as of Q1 2026.
  • Keebeck Wealth Management bought 693 Procter & Gamble shares in Q1 2026, an estimated $105K.
  • Procter & Gamble made up 0.23% of Keebeck Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Keebeck Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's Procter & Gamble position peaked at $4.95M in Q4 2021.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.