OWM
PG icon

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

Omnitrust 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 		$329K Buy
2,279
+741
+48% +$112K 0.43% 36
2025
Q4 		$220K Buy
+1,538
New +$227K 0.28% 56
2025
Q2 		$351K Buy
+2,393
New +$391K 0.41% 39

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Omnitrust Wealth Management increased its Procter & Gamble (PG) stake by 48% in Q1 2026, buying an estimated $112K and bringing the position to 2,279 shares worth $329K. The position accounts for 0.43% of the portfolio, ranked #36.

Omnitrust Wealth Management first reported a position in PG in Q2 2025 and has held it in 3 quarters since. The position peaked at $351K in Q2 2025. 4,011 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Omnitrust Wealth Management held 2,279 shares of Procter & Gamble worth $329K as of Q1 2026.
  • Omnitrust Wealth Management bought 741 Procter & Gamble shares in Q1 2026, an estimated $112K.
  • Procter & Gamble made up 0.43% of Omnitrust Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Omnitrust Wealth Management first reported a position in Procter & Gamble in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's Procter & Gamble position peaked at $351K in Q2 2025.
  • 4,011 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.