Palisades Hudson Asset Management’s Procter & Gamble PG Stock Holding History

Palisades Hudson Asset 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	$231K	Hold	1,601	–	–	0.09%	96
2025 Q4	$230K	Hold	1,601	–	–	0.09%	93
2025 Q3	$246K	Hold	1,601	–	–	0.09%	93
2025 Q2	$255K	Hold	1,601	–	–	0.1%	93
2025 Q1	$273K	Hold	1,601	–	–	0.12%	79
2024 Q4	$268K	Sell	1,601 -5	-0.3%	-$852	0.11%	88
2024 Q3	$278K	Hold	1,606	–	–	0.12%	81
2024 Q2	$265K	Hold	1,606	–	–	0.12%	82
2024 Q1	$261K	Hold	1,606	–	–	0.12%	82
2023 Q4	$235K	Hold	1,606	–	–	0.11%	83
2023 Q3	$234K	Hold	1,606	–	–	0.13%	84
2023 Q2	$244K	Hold	1,606	–	–	0.13%	86
2023 Q1	$238K	Sell	1,606 -17	-1%	-$2.43K	0.13%	90
2022 Q4	$247K	Buy	1,623 +17	+1%	+$2.38K	0.14%	90
2022 Q3	$203K	Buy	1,606 +11	+0.7%	+$1.56K	0.12%	96
2022 Q2	$230K	Sell	1,595 -31	-2%	-$4.66K	0.13%	90
2022 Q1	$249K	Buy	1,626 +50	+3%	+$7.82K	0.12%	99
2021 Q4	$258K	Hold	1,576	–	–	0.11%	102
2021 Q3	$220K	Hold	1,576	–	–	0.1%	106
2021 Q2	$213K	Hold	1,576	–	–	0.1%	109
2021 Q1	$213K	Hold	1,576	–	–	0.1%	106
2020 Q4	$219K	Hold	1,576	–	–	0.11%	98
2020 Q3	$219K	Buy	+1,576	New	+$209K	0.14%	86
2019 Q1	–	Sell	-3,677	Closed	-$338K	–	108
2018 Q4	$338K	Hold	3,677	–	–	0.2%	68
2018 Q3	$306K	Hold	3,677	–	–	0.16%	88
2018 Q2	$287K	Hold	3,677	–	–	0.15%	88
2018 Q1	$292K	Hold	3,677	–	–	0.16%	87
2017 Q4	$338K	Sell	3,677 -585	-14%	-$52.6K	0.19%	75
2017 Q3	$388K	Buy	4,262 +129	+3%	+$11.7K	0.22%	58
2017 Q2	$360K	Hold	4,133	–	–	0.21%	62
2017 Q1	$371K	Sell	4,133 -84	-2%	-$7.45K	0.24%	54
2016 Q4	$355K	Buy	4,217 +132	+3%	+$11.3K	0.22%	52
2016 Q3	$367K	Hold	4,085	–	–	0.28%	44
2016 Q2	$346K	Sell	4,085 -651	-14%	-$53.4K	0.28%	53
2016 Q1	$390K	Buy	4,736 +1,052	+29%	+$84.8K	0.31%	43
2015 Q4	$293K	Sell	3,684 -551	-13%	-$42.1K	0.25%	61
2015 Q3	$305K	Sell	4,235 -1,769	-29%	-$133K	0.27%	55
2015 Q2	$470K	Sell	6,004 -843	-12%	-$67.8K	0.41%	32
2015 Q1	$561K	Buy	6,847 +200	+3%	+$17.2K	0.44%	24
2014 Q4	$605K	Hold	6,647	–	–	0.48%	20
2014 Q3	$557K	Buy	+6,647	New	+$545K	0.46%	22

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

Palisades Hudson Asset Management's PG Position: Q1 2026 in Review

Palisades Hudson Asset Management held its Procter & Gamble (PG) position steady in Q1 2026 at 1,601 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #96.

Palisades Hudson Asset Management first reported a position in PG in Q3 2014 and has held it in 41 quarters since. The position peaked at $605K in Q4 2014. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Palisades Hudson Asset Management held 1,601 shares of Procter & Gamble worth $231K as of Q1 2026.
Palisades Hudson Asset Management left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.09% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #96 holding.
Palisades Hudson Asset Management first reported a position in Procter & Gamble in Q3 2014 and has held it in 41 quarters since.
Palisades Hudson Asset Management's Procter & Gamble position peaked at $605K in Q4 2014.
3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.