MWM
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Maridea Wealth Management’s Procter & Gamble PG Stock Holding History

Maridea 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 		$218K Buy
1,511
+62
+4% +$9.4K 0.03% 418
2025
Q4 		$208K Sell
1,449
-58
-4% -$8.55K 0.03% 388
2025
Q3 		$229K Buy
+1,507
New +$235K 0.04% 380
2025
Q2 		– Sell
-1,252
Closed -$213K – 305
2025
Q1 		$213K Buy
+1,252
New +$210K 0.07% 213

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

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

Maridea Wealth Management increased its Procter & Gamble (PG) stake by 4.3% in Q1 2026, buying an estimated $9.4K and bringing the position to 1,511 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #418.

Maridea Wealth Management first reported a position in PG in Q1 2025 and has held it in 4 quarters since. The position peaked at $229K in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Maridea Wealth Management held 1,511 shares of Procter & Gamble worth $218K as of Q1 2026.
  • Maridea Wealth Management bought 62 Procter & Gamble shares in Q1 2026, an estimated $9.4K.
  • Procter & Gamble made up 0.03% of Maridea Wealth Management's portfolio in Q1 2026, its #418 holding.
  • Maridea Wealth Management first reported a position in Procter & Gamble in Q1 2025 and has held it in 4 quarters since.
  • Maridea Wealth Management's Procter & Gamble position peaked at $229K in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.