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Monograph Wealth Advisors’s Procter & Gamble PG Stock Holding History

Monograph Wealth Advisors’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 		– Sell
-5,550
Closed -$795K – 153
2025
Q4 		$795K Hold
5,550
– – 0.08% 69
2025
Q3 		$853K Buy
+5,550
New +$867K 0.09% 66
2024
Q2 		– Sell
-8,681
Closed -$1.41M – 151
2024
Q1 		$1.41M Buy
8,681
+6,612
+320% +$1.04M 0.21% 40
2023
Q4 		$303K Sell
2,069
-24,102
-92% -$3.57M 0.05% 83
2023
Q3 		$3.82M Buy
+26,171
New +$4M 0.75% 17

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

Monograph Wealth Advisors's PG Position: Q1 2026 in Review

Monograph Wealth Advisors sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 5,550 shares — an estimated $795K sold.

Monograph Wealth Advisors first reported a position in PG in Q3 2023 and held it in 5 quarters. The position peaked at $3.82M in Q3 2023. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Monograph Wealth Advisors reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Monograph Wealth Advisors sold 5,550 Procter & Gamble shares in Q1 2026, an estimated $795K.
  • Monograph Wealth Advisors first reported a position in Procter & Gamble in Q3 2023 and held it in 5 quarters.
  • Monograph Wealth Advisors's Procter & Gamble position peaked at $3.82M in Q3 2023.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.