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Oxler Private Wealth’s Procter & Gamble PG Stock Holding History

Oxler Private Wealth’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 		$267K Sell
1,851
-266
-13% -$40.3K 0.08% 80
2025
Q4 		$303K Buy
2,117
+12
+0.6% +$1.77K 0.09% 76
2025
Q3 		$323K Sell
2,105
-177
-8% -$27.6K 0.09% 76
2025
Q2 		$364K Buy
2,282
+11
+0.5% +$1.79K 0.11% 68
2025
Q1 		$387K Buy
2,271
+10
+0.4% +$1.68K 0.14% 67
2024
Q4 		$379K Sell
2,261
-115
-5% -$19.6K 0.12% 68
2024
Q3 		$412K Buy
2,376
+10
+0.4% +$1.7K 0.14% 66
2024
Q2 		$390K Buy
2,366
+9
+0.4% +$1.47K 0.14% 64
2024
Q1 		$382K Buy
2,357
+424
+22% +$66.5K 0.15% 66
2023
Q4 		$283K Sell
1,933
-92
-5% -$13.6K 0.24% 60
2023
Q3 		$296K Sell
2,025
-99
-5% -$15.1K 0.15% 78
2023
Q2 		$322K Buy
2,124
+12
+0.6% +$1.81K 0.15% 78
2023
Q1 		$314K Buy
2,112
+14
+0.7% +$2K 0.16% 82
2022
Q4 		$318K Buy
2,098
+15
+0.7% +$2.1K 0.17% 85
2022
Q3 		$263K Buy
2,083
+10
+0.5% +$1.42K 0.15% 87
2022
Q2 		$298K Buy
2,073
+11
+0.5% +$1.65K 0.14% 95
2022
Q1 		$315K Buy
2,062
+10
+0.5% +$1.56K 0.14% 97
2021
Q4 		$335K Hold
2,052
– – 0.14% 103
2021
Q3 		$286K Buy
2,052
+227
+12% +$32.2K 0.13% 112
2021
Q2 		$246K Hold
1,825
– – 0.11% 120
2021
Q1 		$247K Buy
1,825
+125
+7% +$16.3K 0.13% 108
2020
Q4 		$236K Buy
+1,700
New +$238K 0.13% 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

Oxler Private Wealth's PG Position: Q1 2026 in Review

Oxler Private Wealth reduced its Procter & Gamble (PG) stake by 13% in Q1 2026, selling an estimated $40.3K and leaving 1,851 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #80.

Oxler Private Wealth first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $412K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Oxler Private Wealth held 1,851 shares of Procter & Gamble worth $267K as of Q1 2026.
  • Oxler Private Wealth sold 266 Procter & Gamble shares in Q1 2026, an estimated $40.3K.
  • Procter & Gamble made up 0.08% of Oxler Private Wealth's portfolio in Q1 2026, its #80 holding.
  • Oxler Private Wealth first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Oxler Private Wealth's Procter & Gamble position peaked at $412K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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