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Marks Group Wealth Management’s Procter & Gamble PG Stock Holding History

Marks Group 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 		$481K Buy
3,330
+42
+1% +$6.37K 0.05% 249
2025
Q4 		$471K Buy
3,288
+113
+4% +$16.7K 0.05% 240
2025
Q3 		$488K Hold
3,175
– – 0.05% 225
2025
Q2 		$506K Hold
3,175
– – 0.05% 221
2025
Q1 		$541K Hold
3,175
– – 0.05% 233
2024
Q4 		$532K Hold
3,175
– – 0.05% 216
2024
Q3 		$550K Sell
3,175
-355
-10% -$60.3K 0.05% 218
2024
Q2 		$582K Sell
3,530
-11,113
-76% -$1.82M 0.06% 209
2024
Q1 		$2.38M Sell
14,643
-836
-5% -$131K 0.25% 108
2023
Q4 		$2.27M Sell
15,479
-1,498
-9% -$222K 0.26% 110
2023
Q3 		$2.48M Sell
16,977
-4,839
-22% -$739K 0.31% 102
2023
Q2 		$3.31M Buy
21,816
+63
+0.3% +$9.5K 0.39% 90
2023
Q1 		$3.23M Buy
21,753
+2,710
+14% +$387K 0.41% 85
2022
Q4 		$2.89M Buy
19,043
+1,939
+11% +$272K 0.39% 89
2022
Q3 		$2.16M Buy
17,104
+2,046
+14% +$291K 0.33% 97
2022
Q2 		$2.17M Buy
15,058
+2,840
+23% +$427K 0.31% 97
2022
Q1 		$1.87M Buy
12,218
+3,193
+35% +$500K 0.23% 109
2021
Q4 		$1.48M Buy
9,025
+2,022
+29% +$300K 0.18% 128
2021
Q3 		$985K Buy
7,003
+13
+0.2% +$1.84K 0.13% 152
2021
Q2 		$949K Buy
6,990
+271
+4% +$36.7K 0.13% 145
2021
Q1 		$916K Buy
6,719
+315
+5% +$41.1K 0.14% 142
2020
Q4 		$891K Buy
6,404
+1,080
+20% +$151K 0.14% 145
2020
Q3 		$740K Buy
5,324
+14
+0.3% +$1.86K 0.13% 146
2020
Q2 		$639K Buy
5,310
+905
+21% +$106K 0.13% 140
2020
Q1 		$486K Sell
4,405
-372
-8% -$44.6K 0.13% 148
2019
Q4 		$597K Buy
+4,777
New +$584K 0.12% 157

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

Marks Group Wealth Management's PG Position: Q1 2026 in Review

Marks Group Wealth Management increased its Procter & Gamble (PG) stake by 1.3% in Q1 2026, buying an estimated $6.37K and bringing the position to 3,330 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #249.

Marks Group Wealth Management first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.31M in Q2 2023. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Marks Group Wealth Management held 3,330 shares of Procter & Gamble worth $481K as of Q1 2026.
  • Marks Group Wealth Management bought 42 Procter & Gamble shares in Q1 2026, an estimated $6.37K.
  • Procter & Gamble made up 0.05% of Marks Group Wealth Management's portfolio in Q1 2026, its #249 holding.
  • Marks Group Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Procter & Gamble position peaked at $3.31M in Q2 2023.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.