Mosaic Financial Group’s Procter & Gamble PG Stock Holding History

Mosaic Financial Group’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	$352K	Sell	2,434 -1,133	-32%	-$172K	0.25%	83
2025 Q4	$511K	Buy	3,567 +8	+0.2%	+$1.18K	0.35%	63
2025 Q3	$547K	Buy	3,559 +8	+0.2%	+$1.25K	0.39%	58
2025 Q2	$566K	Buy	3,551 +7	+0.2%	+$1.14K	0.43%	56
2025 Q1	$604K	Buy	3,544 +7	+0.2%	+$1.17K	0.49%	48
2024 Q4	$593K	Sell	3,537 -361	-9%	-$61.5K	0.43%	51
2024 Q3	$675K	Buy	3,898 +169	+5%	+$28.7K	0.48%	50
2024 Q2	$615K	Buy	3,729 +6	+0.2%	+$981	0.44%	53
2024 Q1	$604K	Buy	+3,723	New	+$584K	0.48%	47

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mosaic Financial Group's PG Position: Q1 2026 in Review

Mosaic Financial Group reduced its Procter & Gamble (PG) stake by 32% in Q1 2026, selling an estimated $172K and leaving 2,434 shares worth $352K. The position accounts for 0.25% of the portfolio, ranked #83.

Mosaic Financial Group first reported a position in PG in Q1 2024 and has held it in 9 quarters since. The position peaked at $675K in Q3 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Mosaic Financial Group held 2,434 shares of Procter & Gamble worth $352K as of Q1 2026.
Mosaic Financial Group sold 1,133 Procter & Gamble shares in Q1 2026, an estimated $172K.
Procter & Gamble made up 0.25% of Mosaic Financial Group's portfolio in Q1 2026, its #83 holding.
Mosaic Financial Group first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Procter & Gamble position peaked at $675K in Q3 2024.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.