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

KW 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	–	Sell	-4,697	Closed	-$673K	–	43
2025 Q4	$673K	Sell	4,697 -105	-2%	-$15.5K	1.02%	27
2025 Q3	$738K	Buy	+4,802	New	+$750K	1.26%	24

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

KW Wealth Management sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 4,697 shares — an estimated $673K sold.

KW Wealth Management first reported a position in PG in Q3 2025 and held it in 2 quarters. The position peaked at $738K in Q3 2025. 4,007 funds tracked by Wall St. Rank hold PG as of Q1 2026.

KW Wealth Management reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 4,697 Procter & Gamble shares in Q1 2026, an estimated $673K.
KW Wealth Management first reported a position in Procter & Gamble in Q3 2025 and held it in 2 quarters.
KW Wealth Management's Procter & Gamble position peaked at $738K in Q3 2025.
4,007 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.