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Madison Wealth Partners’s Procter & Gamble PG Stock Holding History

Madison Wealth Partners’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 		$654K Buy
4,527
+1,054
+30% +$160K 0.1% 90
2025
Q4 		$498K Buy
3,473
+1,359
+64% +$200K 0.09% 98
2025
Q3 		$325K Buy
2,114
+7
+0.3% +$1.09K 0.06% 122
2025
Q2 		$336K Buy
2,107
+1
+0% +$163 0.07% 115
2025
Q1 		$359K Buy
2,106
+36
+2% +$6.03K 0.09% 98
2024
Q4 		$347K Buy
2,070
+1
+0% +$170 0.1% 104
2024
Q3 		$358K Buy
2,069
+74
+4% +$12.6K 0.11% 98
2024
Q2 		$329K Sell
1,995
-49
-2% -$8.01K 0.11% 85
2024
Q1 		$332K Sell
2,044
-218
-10% -$34.2K 0.12% 86
2023
Q4 		$331K Buy
2,262
+208
+10% +$30.8K 0.13% 81
2023
Q3 		$300K Buy
2,054
+25
+1% +$3.82K 0.15% 65
2023
Q2 		$308K Sell
2,029
-75
-4% -$11.3K 0.14% 67
2023
Q1 		$313K Sell
2,104
-250
-11% -$35.7K 0.16% 62
2022
Q4 		$357K Buy
2,354
+80
+4% +$11.2K 0.21% 55
2022
Q3 		$287K Buy
2,274
+234
+11% +$33.2K 0.19% 57
2022
Q2 		$293K Hold
2,040
– – 0.19% 59
2022
Q1 		$312K Buy
2,040
+14
+0.7% +$2.19K 0.17% 52
2021
Q4 		$331K Buy
2,026
+71
+4% +$10.5K 0.17% 49
2021
Q3 		$273K Hold
1,955
– – 0.15% 52
2021
Q2 		$264K Buy
+1,955
New +$265K 0.15% 52

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

Madison Wealth Partners's PG Position: Q1 2026 in Review

Madison Wealth Partners increased its Procter & Gamble (PG) stake by 30% in Q1 2026, buying an estimated $160K and bringing the position to 4,527 shares worth $654K. The position accounts for 0.1% of the portfolio, ranked #90.

Madison Wealth Partners first reported a position in PG in Q2 2021 and has held it in 20 quarters since. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Madison Wealth Partners held 4,527 shares of Procter & Gamble worth $654K as of Q1 2026.
  • Madison Wealth Partners bought 1,054 Procter & Gamble shares in Q1 2026, an estimated $160K.
  • Procter & Gamble made up 0.1% of Madison Wealth Partners's portfolio in Q1 2026, its #90 holding.
  • Madison Wealth Partners first reported a position in Procter & Gamble in Q2 2021 and has held it in 20 quarters since.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.