OWP
PG icon

ORG Wealth Partners’s Procter & Gamble PG Stock Holding History

ORG Wealth Partners’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 		$358K Buy
2,479
+320
+15% +$48.5K 0.07% 166
2025
Q4 		$310K Sell
2,159
-1,101
-34% -$162K 0.07% 164
2025
Q3 		$501K Sell
3,260
-289
-8% -$45.1K 0.11% 126
2025
Q2 		$572K Sell
3,549
-51
-1% -$8.32K 0.14% 106
2025
Q1 		$615K Buy
3,600
+794
+28% +$133K 0.19% 96
2024
Q4 		$471K Sell
2,806
-1,900
-40% -$324K 0.15% 72
2024
Q3 		$815K Buy
+4,706
New +$799K 0.27% 33

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

ORG Wealth Partners's PG Position: Q1 2026 in Review

ORG Wealth Partners increased its Procter & Gamble (PG) stake by 15% in Q1 2026, buying an estimated $48.5K and bringing the position to 2,479 shares worth $358K. The position accounts for 0.07% of the portfolio, ranked #166.

ORG Wealth Partners first reported a position in PG in Q3 2024 and has held it in 7 quarters since. The position peaked at $815K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • ORG Wealth Partners held 2,479 shares of Procter & Gamble worth $358K as of Q1 2026.
  • ORG Wealth Partners bought 320 Procter & Gamble shares in Q1 2026, an estimated $48.5K.
  • Procter & Gamble made up 0.07% of ORG Wealth Partners's portfolio in Q1 2026, its #166 holding.
  • ORG Wealth Partners first reported a position in Procter & Gamble in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's Procter & Gamble position peaked at $815K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.