Optimize Financial’s Procter & Gamble PG Stock Holding History

Optimize Financial’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	-3,790	Closed	-$543K	–	418
2025 Q4	$543K	Sell	3,790 -18	-0.5%	-$2.65K	0.27%	103
2025 Q3	$585K	Buy	+3,808	New	+$595K	0.3%	77

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

Optimize Financial's PG Position: Q1 2026 in Review

Optimize Financial sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 3,790 shares — an estimated $543K sold.

Optimize Financial first reported a position in PG in Q3 2025 and held it in 2 quarters. The position peaked at $585K in Q3 2025. 3,985 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Optimize Financial reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 3,790 Procter & Gamble shares in Q1 2026, an estimated $543K.
Optimize Financial first reported a position in Procter & Gamble in Q3 2025 and held it in 2 quarters.
Optimize Financial's Procter & Gamble position peaked at $585K in Q3 2025.
3,985 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.