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

Parcion 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 		$7.85M Buy
54,376
+2,033
+4% +$308K 0.49% 41
2025
Q4 		$7.5M Sell
52,343
-2,947
-5% -$435K 0.46% 44
2025
Q3 		$8.5M Buy
55,290
+807
+1% +$126K 0.53% 38
2025
Q2 		$8.68M Buy
54,483
+1,726
+3% +$282K 0.62% 35
2025
Q1 		$8.99M Buy
52,757
+2,494
+5% +$418K 0.73% 35
2024
Q4 		$8.43M Buy
50,263
+1,349
+3% +$230K 0.64% 33
2024
Q3 		$8.47M Buy
48,914
+4,073
+9% +$691K 0.7% 28
2024
Q2 		$7.4M Buy
44,841
+72
+0.2% +$11.8K 0.68% 29
2024
Q1 		$7.26M Sell
44,769
-241
-0.5% -$37.8K 0.64% 31
2023
Q4 		$6.6M Buy
45,010
+2,767
+7% +$410K 0.6% 37
2023
Q3 		$6.16M Buy
42,243
+1,188
+3% +$181K 0.64% 36
2023
Q2 		$6.23M Buy
41,055
+948
+2% +$143K 0.63% 40
2023
Q1 		$5.96M Buy
40,107
+4,064
+11% +$581K 0.62% 36
2022
Q4 		$5.46M Sell
36,043
-739
-2% -$104K 0.59% 34
2022
Q3 		$4.64M Buy
36,782
+189
+0.5% +$26.8K 0.52% 45
2022
Q2 		$5.23M Sell
36,593
-411
-1% -$61.8K 0.52% 46
2022
Q1 		$5.67M Sell
37,004
-6,783
-15% -$1.06M 0.53% 45
2021
Q4 		$7M Sell
43,787
-135
-0.3% -$20K 0.63% 38
2021
Q3 		$6.34M Sell
43,922
-628
-1% -$89K 0.56% 48
2021
Q2 		$6.01M Buy
44,550
+359
+0.8% +$48.6K 0.6% 47
2021
Q1 		$5.99M Buy
44,191
+9,137
+26% +$1.19M 0.68% 35
2020
Q4 		$4.88M Buy
35,054
+3,499
+11% +$489K 0.64% 34
2020
Q3 		$4.36M Buy
31,555
+11,482
+57% +$1.52M 0.67% 27
2020
Q2 		$2.44M Buy
20,073
+2,448
+14% +$285K 0.41% 49
2020
Q1 		$1.94M Buy
17,625
+466
+3% +$55.9K 0.53% 43
2019
Q4 		$2.14M Buy
+17,159
New +$2.1M 0.47% 50

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

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

Parcion Private Wealth increased its Procter & Gamble (PG) stake by 3.9% in Q1 2026, buying an estimated $308K and bringing the position to 54,376 shares worth $7.85M. The position accounts for 0.49% of the portfolio, ranked #41.

Parcion Private Wealth first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.99M in Q1 2025. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Parcion Private Wealth held 54,376 shares of Procter & Gamble worth $7.85M as of Q1 2026.
  • Parcion Private Wealth bought 2,033 Procter & Gamble shares in Q1 2026, an estimated $308K.
  • Procter & Gamble made up 0.49% of Parcion Private Wealth's portfolio in Q1 2026, its #41 holding.
  • Parcion Private Wealth first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Parcion Private Wealth's Procter & Gamble position peaked at $8.99M in Q1 2025.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.