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MASECO Private Wealth’s Procter & Gamble PG Stock Holding History

MASECO Private Wealth’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 		$34.2K Buy
237
+43
+22% +$6.52K ﹤0.01% 161
2025
Q4 		$27.8K Buy
+194
New +$28.6K ﹤0.01% 225
2025
Q3 		– Sell
-46
Closed -$7.33K – 444
2025
Q2 		$7.33K Buy
+46
New +$7.51K ﹤0.01% 365

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

MASECO Private Wealth's PG Position: Q1 2026 in Review

MASECO Private Wealth increased its Procter & Gamble (PG) stake by 22% in Q1 2026, buying an estimated $6.52K and bringing the position to 237 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

MASECO Private Wealth first reported a position in PG in Q2 2025 and has held it in 3 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • MASECO Private Wealth held 237 shares of Procter & Gamble worth $34.2K as of Q1 2026.
  • MASECO Private Wealth bought 43 Procter & Gamble shares in Q1 2026, an estimated $6.52K.
  • Procter & Gamble made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #161 holding.
  • MASECO Private Wealth first reported a position in Procter & Gamble in Q2 2025 and has held it in 3 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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