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

Mindset 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 		$253K Hold
1,754
– – 0.07% 143
2025
Q4 		$251K Sell
1,754
-270
-13% -$39.8K 0.07% 155
2025
Q3 		$311K Hold
2,024
– – 0.08% 117
2025
Q2 		$322K Sell
2,024
-422
-17% -$68.9K 0.11% 105
2025
Q1 		$417K Buy
2,446
+735
+43% +$123K 0.16% 78
2024
Q4 		$287K Sell
1,711
-218
-11% -$37.1K 0.1% 97
2024
Q3 		$334K Buy
+1,929
New +$327K 0.14% 86

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

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

Mindset Wealth Management held its Procter & Gamble (PG) position steady in Q1 2026 at 1,754 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #143.

Mindset Wealth Management first reported a position in PG in Q3 2024 and has held it in 7 quarters since. The position peaked at $417K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Mindset Wealth Management held 1,754 shares of Procter & Gamble worth $253K as of Q1 2026.
  • Mindset Wealth Management left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.07% of Mindset Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Mindset Wealth Management first reported a position in Procter & Gamble in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Procter & Gamble position peaked at $417K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.