Peak Financial Management’s Procter & Gamble PG Stock Holding History

Peak Financial 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	$307K	Sell	2,125 -64	-3%	-$9.7K	0.08%	68
2025 Q4	$314K	Sell	2,189 -168	-7%	-$24.8K	0.08%	73
2025 Q3	$362K	Sell	2,357 -250	-10%	-$39K	0.1%	64
2025 Q2	$416K	Sell	2,607 -100	-4%	-$16.3K	0.12%	64
2025 Q1	$461K	Sell	2,707 -4	-0.1%	-$670	0.14%	55
2024 Q4	$455K	Buy	2,711 +150	+6%	+$25.5K	0.14%	59
2024 Q3	$444K	Buy	2,561 +107	+4%	+$18.2K	0.13%	63
2024 Q2	$405K	Sell	2,454 -1	-0%	-$163	0.13%	62
2024 Q1	$398K	Hold	2,455	–	–	0.13%	60
2023 Q4	$360K	Buy	2,455 +98	+4%	+$14.5K	0.12%	59
2023 Q3	$344K	Buy	2,357 +33	+1%	+$5.04K	0.13%	55
2023 Q2	$353K	Hold	2,324	–	–	0.13%	60
2023 Q1	$346K	Hold	2,324	–	–	0.13%	52
2022 Q4	$352K	Sell	2,324 -5	-0.2%	-$701	0.14%	53
2022 Q3	$294K	Buy	2,329 +24	+1%	+$3.41K	0.12%	55
2022 Q2	$331K	Hold	2,305	–	–	0.13%	50
2022 Q1	$352K	Hold	2,305	–	–	0.12%	52
2021 Q4	$377K	Sell	2,305 -3	-0.1%	-$445	0.12%	52
2021 Q3	$323K	Hold	2,308	–	–	0.11%	52
2021 Q2	$311K	Hold	2,308	–	–	0.11%	54
2021 Q1	$313K	Sell	2,308 -1	-0%	-$130	0.11%	50
2020 Q4	$321K	Sell	2,309 -3	-0.1%	-$419	0.12%	51
2020 Q3	$321K	Hold	2,312	–	–	0.14%	48
2020 Q2	$276K	Hold	2,312	–	–	0.13%	48
2020 Q1	$254K	Buy	2,312 +64	+3%	+$7.68K	0.13%	47
2019 Q4	$281K	Sell	2,248 -2	-0.1%	-$245	0.12%	50
2019 Q3	$280K	Sell	2,250 -200	-8%	-$23.6K	0.12%	50
2019 Q2	$269K	Buy	2,450 +200	+9%	+$21.3K	0.12%	52
2019 Q1	$234K	Sell	2,250 -3,227	-59%	-$314K	0.11%	53
2018 Q4	$503K	Sell	5,477 -612	-10%	-$54.7K	0.25%	35
2018 Q3	$507K	Buy	6,089 +132	+2%	+$10.8K	0.23%	32
2018 Q2	$465K	Sell	5,957 -137	-2%	-$10.3K	0.21%	35
2018 Q1	$483K	Sell	6,094 -140	-2%	-$11.7K	0.23%	35
2017 Q4	$573K	Buy	6,234 +25	+0.4%	+$2.25K	0.22%	32
2017 Q3	$565K	Buy	6,209 +195	+3%	+$17.8K	0.22%	29
2017 Q2	$524K	Sell	6,014 -141	-2%	-$12.4K	0.21%	26
2017 Q1	$553K	Buy	6,155 +3,628	+144%	+$322K	0.22%	27
2016 Q4	$212K	Hold	2,527	–	–	0.09%	37
2016 Q3	$227K	Sell	2,527 -34	-1%	-$2.95K	0.1%	26
2016 Q2	$217K	Buy	+2,561	New	+$210K	0.1%	30

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

Peak Financial Management's PG Position: Q1 2026 in Review

Peak Financial Management reduced its Procter & Gamble (PG) stake by 2.9% in Q1 2026, selling an estimated $9.7K and leaving 2,125 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #68.

Peak Financial Management first reported a position in PG in Q2 2016 and has held it in 40 quarters since. The position peaked at $573K in Q4 2017. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Peak Financial Management held 2,125 shares of Procter & Gamble worth $307K as of Q1 2026.
Peak Financial Management sold 64 Procter & Gamble shares in Q1 2026, an estimated $9.7K.
Procter & Gamble made up 0.08% of Peak Financial Management's portfolio in Q1 2026, its #68 holding.
Peak Financial Management first reported a position in Procter & Gamble in Q2 2016 and has held it in 40 quarters since.
Peak Financial Management's Procter & Gamble position peaked at $573K in Q4 2017.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.