MAS
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MPWM Advisory Solutions’s Procter & Gamble PG Stock Holding History

MPWM Advisory Solutions’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 		$35.4K Hold
245
– – 0.02% 223
2025
Q4 		$35.1K Sell
245
-82
-25% -$12.1K 0.02% 206
2025
Q3 		$50.3K Hold
327
– – 0.03% 165
2025
Q2 		$52K Sell
327
-247
-43% -$40.3K 0.03% 160
2025
Q1 		$97.8K Sell
574
-13
-2% -$2.18K 0.07% 97
2024
Q4 		$98.4K Buy
+587
New +$100K 0.07% 103

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

MPWM Advisory Solutions's PG Position: Q1 2026 in Review

MPWM Advisory Solutions held its Procter & Gamble (PG) position steady in Q1 2026 at 245 shares worth $35.4K. The position accounts for 0.02% of the portfolio, ranked #223.

MPWM Advisory Solutions first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $98.4K in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • MPWM Advisory Solutions held 245 shares of Procter & Gamble worth $35.4K as of Q1 2026.
  • MPWM Advisory Solutions left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.02% of MPWM Advisory Solutions's portfolio in Q1 2026, its #223 holding.
  • MPWM Advisory Solutions first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Procter & Gamble position peaked at $98.4K in Q4 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.