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Leo Wealth LLC’s Procter & Gamble PG Stock Holding History

Leo Wealth LLC’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 		$1.77M Sell
12,263
-1,584
-11% -$240K 0.13% 136
2025
Q4 		$1.98M Buy
13,847
+6,637
+92% +$979K 0.14% 122
2025
Q3 		$1.11M Sell
7,210
-7,480
-51% -$1.17M 0.14% 122
2025
Q2 		$2.34M Buy
14,690
+6,860
+88% +$1.12M 0.18% 101
2025
Q1 		$1.33M Sell
7,830
-6,597
-46% -$1.1M 0.19% 101
2024
Q4 		$2.42M Sell
14,427
-349
-2% -$59.4K 0.22% 84
2024
Q3 		$2.56M Sell
14,776
-431
-3% -$73.2K 0.23% 74
2024
Q2 		$2.49M Buy
15,207
+873
+6% +$143K 0.25% 72
2024
Q1 		$2.31M Buy
14,334
+965
+7% +$151K 0.24% 75
2023
Q4 		$2.06M Buy
+13,369
New +$1.98M 0.21% 81

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Leo Wealth LLC's PG Position: Q1 2026 in Review

Leo Wealth LLC reduced its Procter & Gamble (PG) stake by 11% in Q1 2026, selling an estimated $240K and leaving 12,263 shares worth $1.77M. The position accounts for 0.13% of the portfolio, ranked #136.

Leo Wealth LLC first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.56M in Q3 2024. 4,014 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Leo Wealth LLC held 12,263 shares of Procter & Gamble worth $1.77M as of Q1 2026.
  • Leo Wealth LLC sold 1,584 Procter & Gamble shares in Q1 2026, an estimated $240K.
  • Procter & Gamble made up 0.13% of Leo Wealth LLC's portfolio in Q1 2026, its #136 holding.
  • Leo Wealth LLC first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Procter & Gamble position peaked at $2.56M in Q3 2024.
  • 4,014 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.