PWM
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Parkshore Wealth Management’s Procter & Gamble PG Stock Holding History

Parkshore Wealth 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 		$1.48M Buy
10,268
+78
+0.8% +$11.8K 0.5% 25
2025
Q4 		$1.46M Buy
10,190
+52
+0.5% +$7.67K 0.55% 24
2025
Q3 		$1.56M Sell
10,138
-1,121
-10% -$175K 0.63% 24
2025
Q2 		$1.79M Buy
11,259
+42
+0.4% +$6.86K 0.88% 23
2025
Q1 		$1.91M Buy
11,217
+40
+0.4% +$6.7K 1.11% 21
2024
Q4 		$1.87M Buy
+11,177
New +$1.9M 1.13% 22

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

Parkshore Wealth Management's PG Position: Q1 2026 in Review

Parkshore Wealth Management increased its Procter & Gamble (PG) stake by 0.77% in Q1 2026, buying an estimated $11.8K and bringing the position to 10,268 shares worth $1.48M. The position accounts for 0.5% of the portfolio, ranked #25.

Parkshore Wealth Management first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.91M in Q1 2025. 3,985 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Parkshore Wealth Management held 10,268 shares of Procter & Gamble worth $1.48M as of Q1 2026.
  • Parkshore Wealth Management bought 78 Procter & Gamble shares in Q1 2026, an estimated $11.8K.
  • Procter & Gamble made up 0.5% of Parkshore Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Parkshore Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Parkshore Wealth Management's Procter & Gamble position peaked at $1.91M in Q1 2025.
  • 3,985 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.