MF
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Montis Financial’s Procter & Gamble PG Stock Holding History

Montis Financial’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 		$630K Sell
4,361
-265
-6% -$40.2K 0.13% 82
2025
Q4 		$663K Hold
4,626
– – 0.13% 85
2025
Q3 		$711K Buy
4,626
+1,304
+39% +$204K 0.16% 83
2025
Q2 		$529K Buy
3,322
+2
+0.1% +$326 0.15% 82
2025
Q1 		$566K Buy
3,320
+2
+0.1% +$335 0.17% 80
2024
Q4 		$556K Buy
3,318
+91
+3% +$15.5K 0.17% 79
2024
Q3 		$559K Sell
3,227
-36
-1% -$6.11K 0.2% 59
2024
Q2 		$538K Sell
3,263
-248
-7% -$40.5K 0.25% 42
2024
Q1 		$570K Sell
3,511
-449
-11% -$70.4K 0.27% 42
2023
Q4 		$580K Buy
3,960
+53
+1% +$7.85K 0.35% 34
2023
Q3 		$570K Buy
3,907
+2,085
+114% +$318K 0.38% 31
2023
Q2 		$276K Sell
1,822
-1,737
-49% -$262K 0.18% 48
2023
Q1 		$529K Buy
3,559
+7
+0.2% +$1K 0.41% 29
2022
Q4 		$538K Hold
3,552
– – 0.46% 29
2022
Q3 		$448K Sell
3,552
-95
-3% -$13.5K 0.43% 32
2022
Q2 		$524K Sell
3,647
-25
-0.7% -$3.76K 0.49% 30
2022
Q1 		$561K Hold
3,672
– – 0.44% 31
2021
Q4 		$601K Sell
3,672
-240
-6% -$35.6K 0.44% 34
2021
Q3 		$543K Sell
3,912
-2,185
-36% -$310K 0.46% 30
2021
Q2 		$823K Hold
6,097
– – 0.68% 21
2021
Q1 		$819K Hold
6,097
– – 0.76% 20
2020
Q4 		$783K Buy
+6,097
New +$852K 0.78% 21

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

Montis Financial's PG Position: Q1 2026 in Review

Montis Financial reduced its Procter & Gamble (PG) stake by 5.7% in Q1 2026, selling an estimated $40.2K and leaving 4,361 shares worth $630K. The position accounts for 0.13% of the portfolio, ranked #82.

Montis Financial first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $823K in Q2 2021. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Montis Financial held 4,361 shares of Procter & Gamble worth $630K as of Q1 2026.
  • Montis Financial sold 265 Procter & Gamble shares in Q1 2026, an estimated $40.2K.
  • Procter & Gamble made up 0.13% of Montis Financial's portfolio in Q1 2026, its #82 holding.
  • Montis Financial first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Montis Financial's Procter & Gamble position peaked at $823K in Q2 2021.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.