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Peterson Wealth Services’s Procter & Gamble PG Stock Holding History

Peterson Wealth Services’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 		$202K Buy
1,398
+297
+27% +$45K 0.05% 127
2025
Q4 		$158K Buy
1,101
+1,061
+2,653% +$156K 0.04% 126
2025
Q3 		$169K Sell
40
-1,010
-96% -$158K 0.04% 130
2025
Q2 		$167K Sell
1,050
-117
-10% -$19.1K 0.05% 126
2025
Q1 		$199K Sell
1,167
-16
-1% -$2.68K 0.06% 119
2024
Q4 		$198K Buy
1,183
+11
+0.9% +$1.87K 0.06% 117
2024
Q3 		$203K Buy
+1,172
New +$199K 0.06% 121

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

Peterson Wealth Services's PG Position: Q1 2026 in Review

Peterson Wealth Services increased its Procter & Gamble (PG) stake by 27% in Q1 2026, buying an estimated $45K and bringing the position to 1,398 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #127.

Peterson Wealth Services first reported a position in PG in Q3 2024 and has held it in 7 quarters since. The position peaked at $203K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Peterson Wealth Services held 1,398 shares of Procter & Gamble worth $202K as of Q1 2026.
  • Peterson Wealth Services bought 297 Procter & Gamble shares in Q1 2026, an estimated $45K.
  • Procter & Gamble made up 0.05% of Peterson Wealth Services's portfolio in Q1 2026, its #127 holding.
  • Peterson Wealth Services first reported a position in Procter & Gamble in Q3 2024 and has held it in 7 quarters since.
  • Peterson Wealth Services's Procter & Gamble position peaked at $203K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.