MWP
PG icon

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

Meridian 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 		$293K Sell
2,031
-85
-4% -$12.9K 0.04% 89
2025
Q4 		$303K Sell
2,116
-404
-16% -$59.6K 0.04% 85
2025
Q3 		$387K Sell
2,520
-1,136
-31% -$177K 0.05% 74
2025
Q2 		$582K Sell
3,656
-1
-0% -$163 0.08% 54
2025
Q1 		$623K Sell
3,657
-907
-20% -$152K 0.1% 51
2024
Q4 		$765K Buy
4,564
+697
+18% +$119K 0.12% 49
2024
Q3 		$670K Sell
3,867
-45
-1% -$7.64K 0.1% 50
2024
Q2 		$645K Buy
3,912
+187
+5% +$30.6K 0.11% 46
2024
Q1 		$604K Buy
3,725
+189
+5% +$29.6K 0.11% 48
2023
Q4 		$518K Sell
3,536
-129
-4% -$19.1K 0.1% 54
2023
Q3 		$535K Sell
3,665
-730
-17% -$112K 0.11% 44
2023
Q2 		$667K Sell
4,395
-206
-4% -$31K 0.14% 41
2023
Q1 		$684K Buy
4,601
+193
+4% +$27.6K 0.15% 38
2022
Q4 		$668K Sell
4,408
-107
-2% -$15K 0.15% 38
2022
Q3 		$570K Buy
4,515
+80
+2% +$11.4K 0.14% 41
2022
Q2 		$638K Buy
4,435
+856
+24% +$129K 0.15% 40
2022
Q1 		$547K Buy
3,579
+246
+7% +$38.5K 0.12% 48
2021
Q4 		$545K Buy
3,333
+455
+16% +$67.6K 0.11% 43
2021
Q3 		$402K Buy
2,878
+39
+1% +$5.53K 0.09% 45
2021
Q2 		$383K Buy
2,839
+22
+0.8% +$2.98K 0.09% 46
2021
Q1 		$382K Sell
2,817
-436
-13% -$56.9K 0.11% 43
2020
Q4 		$453K Buy
3,253
+9
+0.3% +$1.26K 0.19% 36
2020
Q3 		$451K Buy
3,244
+25
+0.8% +$3.32K 0.23% 32
2020
Q2 		$385K Sell
3,219
-102
-3% -$11.9K 0.21% 35
2020
Q1 		$366K Buy
3,321
+122
+4% +$14.6K 0.22% 37
2019
Q4 		$399K Buy
+3,199
New +$391K 0.25% 32

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

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

Meridian Wealth Partners reduced its Procter & Gamble (PG) stake by 4% in Q1 2026, selling an estimated $12.9K and leaving 2,031 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #89.

Meridian Wealth Partners first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $765K in Q4 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Meridian Wealth Partners held 2,031 shares of Procter & Gamble worth $293K as of Q1 2026.
  • Meridian Wealth Partners sold 85 Procter & Gamble shares in Q1 2026, an estimated $12.9K.
  • Procter & Gamble made up 0.04% of Meridian Wealth Partners's portfolio in Q1 2026, its #89 holding.
  • Meridian Wealth Partners first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Meridian Wealth Partners's Procter & Gamble position peaked at $765K in Q4 2024.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.