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One Wealth Capital Management’s Procter & Gamble PG Stock Holding History

One Wealth Capital 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 		– Sell
-1,418
Closed -$203K – 147
2025
Q4 		$203K Buy
1,418
+53
+4% +$7.82K 0.09% 131
2025
Q3 		$210K Sell
1,365
-23
-2% -$3.59K 0.09% 118
2025
Q2 		$221K Buy
1,388
+26
+2% +$4.24K 0.1% 102
2025
Q1 		$232K Hold
1,362
– – 0.12% 93
2024
Q4 		$228K Buy
+1,362
New +$232K 0.12% 94

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

One Wealth Capital Management's PG Position: Q1 2026 in Review

One Wealth Capital Management sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,418 shares — an estimated $203K sold.

One Wealth Capital Management first reported a position in PG in Q4 2024 and held it in 5 quarters. The position peaked at $232K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • One Wealth Capital Management reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • One Wealth Capital Management sold 1,418 Procter & Gamble shares in Q1 2026, an estimated $203K.
  • One Wealth Capital Management first reported a position in Procter & Gamble in Q4 2024 and held it in 5 quarters.
  • One Wealth Capital Management's Procter & Gamble position peaked at $232K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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