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Outlook Wealth Advisors’s Procter & Gamble PG Stock Holding History

Outlook Wealth Advisors’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 		$1.03M Buy
7,143
+13
+0.2% +$1.97K 0.25% 85
2025
Q4 		$1.02M Buy
7,130
+51
+0.7% +$7.52K 0.23% 86
2025
Q3 		$1.09M Buy
7,079
+1,601
+29% +$250K 0.27% 79
2025
Q2 		$873K Sell
5,478
-2
-0% -$326 0.22% 88
2025
Q1 		$934K Buy
5,480
+49
+0.9% +$8.21K 0.26% 78
2024
Q4 		$911K Sell
5,431
-1,992
-27% -$339K 0.26% 74
2024
Q3 		$1.29M Buy
7,423
+179
+2% +$30.4K 0.37% 53
2024
Q2 		$1.19M Buy
7,244
+290
+4% +$47.4K 0.37% 51
2024
Q1 		$1.13M Buy
6,954
+384
+6% +$60.2K 0.35% 58
2023
Q4 		$963K Buy
6,570
+407
+7% +$60.3K 0.34% 61
2023
Q3 		$899K Buy
6,163
+369
+6% +$56.4K 0.34% 69
2023
Q2 		$879K Buy
5,794
+564
+11% +$85K 0.33% 72
2023
Q1 		$778K Sell
5,230
-54
-1% -$7.72K 0.35% 71
2022
Q4 		$801K Buy
5,284
+21
+0.4% +$2.94K 0.38% 65
2022
Q3 		$664K Sell
5,263
-4
-0.1% -$568 0.3% 86
2022
Q2 		$757K Buy
5,267
+33
+0.6% +$4.96K 0.31% 83
2022
Q1 		$799K Buy
5,234
+100
+2% +$15.6K 0.27% 94
2021
Q4 		$840K Buy
5,134
+288
+6% +$42.8K 0.25% 97
2021
Q3 		$677K Hold
4,846
– – 0.22% 108
2021
Q2 		$654K Sell
4,846
-36
-0.7% -$4.87K 0.21% 119
2021
Q1 		$661K Hold
4,882
– – 0.23% 107
2020
Q4 		$679K Sell
4,882
-350
-7% -$48.9K 0.25% 99
2020
Q3 		$727K Sell
5,232
-370
-7% -$49.1K 0.29% 73
2020
Q2 		$670K Sell
5,602
-97
-2% -$11.3K 0.28% 76
2020
Q1 		$627K Buy
+5,699
New +$684K 0.35% 61
2019
Q4 		– Sell
-4,562
Closed -$567K – 159
2019
Q3 		$567K Sell
4,562
-2,665
-37% -$315K 0.34% 66
2019
Q2 		$792K Sell
7,227
-1,151
-14% -$123K 0.52% 48
2019
Q1 		$872K Buy
8,378
+7,486
+839% +$729K 0.72% 33
2018
Q4 		$820K Buy
+892
New +$79.7K 0.37% 70

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

Outlook Wealth Advisors's PG Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Procter & Gamble (PG) stake by 0.18% in Q1 2026, buying an estimated $1.97K and bringing the position to 7,143 shares worth $1.03M. The position accounts for 0.25% of the portfolio, ranked #85.

Outlook Wealth Advisors first reported a position in PG in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.29M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Outlook Wealth Advisors held 7,143 shares of Procter & Gamble worth $1.03M as of Q1 2026.
  • Outlook Wealth Advisors bought 13 Procter & Gamble shares in Q1 2026, an estimated $1.97K.
  • Procter & Gamble made up 0.25% of Outlook Wealth Advisors's portfolio in Q1 2026, its #85 holding.
  • Outlook Wealth Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 29 quarters since.
  • Outlook Wealth Advisors's Procter & Gamble position peaked at $1.29M in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.