MSWM
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Master's Wealth Management’s Procter & Gamble PG Stock Holding History

Master's 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 		$510K Buy
3,528
+218
+7% +$33K 0.17% 38
2025
Q4 		$474K Buy
+3,310
New +$488K 0.17% 33
2025
Q2 		– Sell
-1,965
Closed -$335K – 48
2025
Q1 		$335K Buy
1,965
+3
+0.2% +$502 0.18% 27
2024
Q4 		$329K Buy
+1,962
New +$334K 0.18% 27

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

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

Master's Wealth Management increased its Procter & Gamble (PG) stake by 6.6% in Q1 2026, buying an estimated $33K and bringing the position to 3,528 shares worth $510K. The position accounts for 0.17% of the portfolio, ranked #38.

Master's Wealth Management first reported a position in PG in Q4 2024 and has held it in 4 quarters since. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Master's Wealth Management held 3,528 shares of Procter & Gamble worth $510K as of Q1 2026.
  • Master's Wealth Management bought 218 Procter & Gamble shares in Q1 2026, an estimated $33K.
  • Procter & Gamble made up 0.17% of Master's Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Master's Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 4 quarters since.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Master's Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.