Petix & Botte Financial’s Procter & Gamble PG Stock Holding History

Petix & Botte Financial’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	$437K	Sell	1,497 -1,453	-49%	-$220K	0.1%	92
2025 Q4	$423K	Buy	2,950 +30	+1%	+$4.42K	0.1%	92
2025 Q3	$449K	Hold	2,920	–	–	0.1%	88
2025 Q2	$465K	Hold	2,920	–	–	0.11%	91
2025 Q1	$498K	Hold	2,920	–	–	0.13%	80
2024 Q4	$490K	Hold	2,920	–	–	0.13%	88
2024 Q3	$506K	Hold	2,920	–	–	0.13%	71
2024 Q2	$482K	Buy	2,920 +1,460	+100%	+$239K	0.14%	71
2024 Q1	$237K	Sell	1,460 -1,460	-50%	-$229K	0.06%	126
2023 Q4	$428K	Hold	2,920	–	–	0.13%	79
2023 Q3	$426K	Sell	2,920 -26	-0.9%	-$3.97K	0.13%	72
2023 Q2	$447K	Buy	2,946 +1,473	+100%	+$222K	0.14%	71
2023 Q1	$219K	Buy	+1,473	New	+$211K	0.15%	71
2022 Q2	–	Sell	-2,484	Closed	-$380K	–	100
2022 Q1	$380K	Buy	2,484 +1,242	+100%	+$194K	0.12%	77
2021 Q4	$203K	Sell	1,242 -1,542	-55%	-$229K	0.13%	82
2021 Q3	$390K	Buy	+2,784	New	+$395K	0.13%	73

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

Petix & Botte Financial's PG Position: Q1 2026 in Review

Petix & Botte Financial reduced its Procter & Gamble (PG) stake by 49% in Q1 2026, selling an estimated $220K and leaving 1,497 shares worth $437K. The position accounts for 0.1% of the portfolio, ranked #92.

Petix & Botte Financial first reported a position in PG in Q3 2021 and has held it in 16 quarters since. The position peaked at $506K in Q3 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Petix & Botte Financial held 1,497 shares of Procter & Gamble worth $437K as of Q1 2026.
Petix & Botte Financial sold 1,453 Procter & Gamble shares in Q1 2026, an estimated $220K.
Procter & Gamble made up 0.1% of Petix & Botte Financial's portfolio in Q1 2026, its #92 holding.
Petix & Botte Financial first reported a position in Procter & Gamble in Q3 2021 and has held it in 16 quarters since.
Petix & Botte Financial's Procter & Gamble position peaked at $506K in Q3 2024.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.