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

Moran 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 		$19.4M Buy
134,599
+9,044
+7% +$1.37M 0.6% 42
2025
Q4 		$18M Sell
125,555
-4,271
-3% -$630K 0.55% 49
2025
Q3 		$19.9M Buy
129,826
+89,511
+222% +$14M 0.6% 45
2025
Q2 		$6.42M Buy
+40,315
New +$6.58M 0.2% 142

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

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

Moran Wealth Management increased its Procter & Gamble (PG) stake by 7.2% in Q1 2026, buying an estimated $1.37M and bringing the position to 134,599 shares worth $19.4M. The position accounts for 0.6% of the portfolio, ranked #42.

Moran Wealth Management first reported a position in PG in Q2 2025 and has held it in 4 quarters since. The position peaked at $19.9M in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Moran Wealth Management held 134,599 shares of Procter & Gamble worth $19.4M as of Q1 2026.
  • Moran Wealth Management bought 9,044 Procter & Gamble shares in Q1 2026, an estimated $1.37M.
  • Procter & Gamble made up 0.6% of Moran Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Moran Wealth Management first reported a position in Procter & Gamble in Q2 2025 and has held it in 4 quarters since.
  • Moran Wealth Management's Procter & Gamble position peaked at $19.9M in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.