KWM
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Kingsview Wealth Management’s Procter & Gamble PG Stock Holding History

Kingsview 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
2021
Q3 		– Sell
-600
Closed -$1K – 983
2021
Q2 		$1K Buy
+600
New +$81.2K ﹤0.01% 903

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

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

Kingsview Wealth Management increased its Procter & Gamble (PG) stake by 8.6% in Q1 2026, buying an estimated $1.22M and bringing the position to 101,344 shares worth $14.6M. The position accounts for 0.2% of the portfolio, ranked #102.

Kingsview Wealth Management first reported a position in PG in Q1 2017 and has held it in 37 quarters since. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Kingsview Wealth Management held 101,344 shares of Procter & Gamble worth $14.6M as of Q1 2026.
  • Kingsview Wealth Management bought 8,023 Procter & Gamble shares in Q1 2026, an estimated $1.22M.
  • Procter & Gamble made up 0.2% of Kingsview Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Kingsview Wealth Management first reported a position in Procter & Gamble in Q1 2017 and has held it in 37 quarters since.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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