PCS
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Personal CFO Solutions’s Procter & Gamble PG Stock Holding History

Personal CFO Solutions’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 		$1.25M Sell
8,672
-1,126
-11% -$171K 0.18% 102
2025
Q4 		$1.4M Buy
9,798
+1,510
+18% +$223K 0.22% 81
2025
Q3 		$1.27M Buy
8,288
+29
+0.4% +$4.53K 0.22% 85
2025
Q2 		$1.32M Buy
8,259
+360
+5% +$58.8K 0.24% 80
2025
Q1 		$1.35M Buy
7,899
+101
+1% +$16.9K 0.27% 74
2024
Q4 		$1.31M Sell
7,798
-243
-3% -$41.4K 0.26% 75
2024
Q3 		$1.39M Buy
8,041
+37
+0.5% +$6.28K 0.19% 94
2024
Q2 		$1.32M Sell
8,004
-421
-5% -$68.8K 0.2% 90
2024
Q1 		$1.37M Sell
8,425
-436
-5% -$68.4K 0.21% 91
2023
Q4 		$1.3M Buy
8,861
+173
+2% +$25.6K 0.22% 83
2023
Q3 		$1.27M Buy
8,688
+451
+5% +$68.9K 0.25% 80
2023
Q2 		$1.25M Buy
8,237
+163
+2% +$24.6K 0.25% 79
2023
Q1 		$1.2M Buy
8,074
+585
+8% +$83.6K 0.25% 76
2022
Q4 		$1.14M Buy
7,489
+815
+12% +$114K 0.24% 77
2022
Q3 		$843K Buy
6,674
+223
+3% +$31.7K 0.21% 91
2022
Q2 		$928K Buy
6,451
+313
+5% +$47K 0.22% 78
2022
Q1 		$938K Buy
6,138
+18
+0.3% +$2.82K 0.19% 109
2021
Q4 		$1M Sell
6,120
-230
-4% -$34.1K 0.19% 113
2021
Q3 		$888K Buy
6,350
+522
+9% +$74K 0.18% 116
2021
Q2 		$786K Sell
5,828
-1,456
-20% -$197K 0.16% 124
2021
Q1 		$986K Sell
7,284
-238
-3% -$31.1K 0.21% 98
2020
Q4 		$1.05M Buy
7,522
+455
+6% +$63.6K 0.26% 89
2020
Q3 		$1K Buy
7,067
+927
+15% +$123K 0.33% 107
2020
Q2 		$734K Buy
6,140
+785
+15% +$91.5K 0.22% 94
2020
Q1 		$589K Sell
5,355
-174
-3% -$20.9K 0.21% 103
2019
Q4 		$690K Buy
5,529
+3,474
+169% +$425K 0.2% 107
2019
Q3 		$256K Buy
+2,055
New +$243K 0.1% 226

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

Personal CFO Solutions's PG Position: Q1 2026 in Review

Personal CFO Solutions reduced its Procter & Gamble (PG) stake by 11% in Q1 2026, selling an estimated $171K and leaving 8,672 shares worth $1.25M. The position accounts for 0.18% of the portfolio, ranked #102.

Personal CFO Solutions first reported a position in PG in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.4M in Q4 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Personal CFO Solutions held 8,672 shares of Procter & Gamble worth $1.25M as of Q1 2026.
  • Personal CFO Solutions sold 1,126 Procter & Gamble shares in Q1 2026, an estimated $171K.
  • Procter & Gamble made up 0.18% of Personal CFO Solutions's portfolio in Q1 2026, its #102 holding.
  • Personal CFO Solutions first reported a position in Procter & Gamble in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's Procter & Gamble position peaked at $1.4M in Q4 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.