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Perfromance Wealth Partners’s Procter & Gamble PG Stock Holding History

Perfromance Wealth Partners’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 		$1.31M Buy
9,088
+2,611
+40% +$396K 0.04% 76
2025
Q4 		$928K Sell
6,477
-223
-3% -$32.9K 0.03% 84
2025
Q3 		$1.03M Buy
6,700
+1,461
+28% +$228K 0.03% 75
2025
Q2 		$835K Buy
5,239
+1,803
+52% +$294K 0.03% 78
2025
Q1 		$586K Sell
3,436
-299
-8% -$50.1K 0.02% 83
2024
Q4 		$626K Sell
3,735
-101
-3% -$17.2K 0.02% 88
2024
Q3 		$664K Sell
3,836
-11
-0.3% -$1.87K 0.02% 84
2024
Q2 		$634K Sell
3,847
-340
-8% -$55.6K 0.02% 73
2024
Q1 		$679K Sell
4,187
-487
-10% -$76.4K 0.03% 78
2023
Q4 		$685K Sell
4,674
-1,064
-19% -$158K 0.03% 81
2023
Q3 		$837K Hold
5,738
– – 0.04% 81
2023
Q2 		$874K Sell
5,738
-140
-2% -$21.1K 0.04% 85
2023
Q1 		$874K Sell
5,878
-625
-10% -$89.3K 0.04% 83
2022
Q4 		$986K Buy
6,503
+952
+17% +$133K 0.06% 71
2022
Q3 		$701K Buy
5,551
+332
+6% +$47.2K 0.04% 82
2022
Q2 		$750K Buy
5,219
+531
+11% +$79.8K 0.04% 81
2022
Q1 		$716K Buy
4,688
+8
+0.2% +$1.25K 0.03% 92
2021
Q4 		$766K Buy
+4,680
New +$695K 0.03% 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

Perfromance Wealth Partners's PG Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Procter & Gamble (PG) stake by 40% in Q1 2026, buying an estimated $396K and bringing the position to 9,088 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #76.

Perfromance Wealth Partners first reported a position in PG in Q4 2021 and has held it in 18 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Perfromance Wealth Partners held 9,088 shares of Procter & Gamble worth $1.31M as of Q1 2026.
  • Perfromance Wealth Partners bought 2,611 Procter & Gamble shares in Q1 2026, an estimated $396K.
  • Procter & Gamble made up 0.04% of Perfromance Wealth Partners's portfolio in Q1 2026, its #76 holding.
  • Perfromance Wealth Partners first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.