MY Wealth Management’s Procter & Gamble PG Stock Holding History

MY 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	$286K	Hold	1,678	–	–	0.28%	22
2025 Q4	$240K	Hold	1,678	–	–	0.21%	34
2025 Q3	$258K	Hold	1,678	–	–	0.23%	30
2025 Q2	$267K	Hold	1,678	–	–	0.26%	26
2025 Q1	$286K	Hold	1,678	–	–	0.28%	22
2024 Q4	$281K	Hold	1,678	–	–	0.28%	22
2024 Q3	$291K	Hold	1,678	–	–	0.29%	22
2024 Q2	$277K	Hold	1,678	–	–	0.32%	24
2024 Q1	$272K	Hold	1,678	–	–	0.3%	22
2023 Q4	$246K	Hold	1,678	–	–	0.23%	26
2023 Q3	$245K	Hold	1,678	–	–	0.24%	29
2023 Q2	$255K	Buy	+1,678	New	+$253K	0.23%	29

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

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

MY Wealth Management held its Procter & Gamble (PG) position steady in Q1 2026 at 1,678 shares worth $286K. The position accounts for 0.28% of the portfolio, ranked #22.

MY Wealth Management first reported a position in PG in Q2 2023 and has held it in 12 quarters since. The position peaked at $291K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

MY Wealth Management held 1,678 shares of Procter & Gamble worth $286K as of Q1 2026.
MY Wealth Management left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.28% of MY Wealth Management's portfolio in Q1 2026, its #22 holding.
MY Wealth Management first reported a position in Procter & Gamble in Q2 2023 and has held it in 12 quarters since.
MY Wealth Management's Procter & Gamble position peaked at $291K in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.