Pine Harbor Wealth Management’s Procter & Gamble PG Stock Holding History

Pine Harbor Wealth 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	$451K	Buy	3,121 +1	+0%	+$152	0.13%	59
2025 Q4	$447K	Buy	3,120 +1	+0%	+$147	0.14%	60
2025 Q3	$479K	Sell	3,119 -97	-3%	-$15.2K	0.15%	56
2025 Q2	$512K	Buy	3,216 +1	+0%	+$163	0.18%	52
2025 Q1	$548K	Sell	3,215 -3	-0.1%	-$502	0.22%	49
2024 Q4	$540K	Sell	3,218 -152	-5%	-$25.9K	0.22%	50
2024 Q3	$584K	Buy	3,370 +16	+0.5%	+$2.72K	0.29%	47
2024 Q2	$553K	Buy	3,354 +155	+5%	+$25.3K	0.33%	46
2024 Q1	$519K	Buy	3,199 +35	+1%	+$5.49K	0.33%	52
2023 Q4	$464K	Buy	+3,164	New	+$469K	0.35%	55

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

Pine Harbor Wealth Management's PG Position: Q1 2026 in Review

Pine Harbor Wealth Management increased its Procter & Gamble (PG) stake by 0.03% in Q1 2026, buying an estimated $152 and bringing the position to 3,121 shares worth $451K. The position accounts for 0.13% of the portfolio, ranked #59.

Pine Harbor Wealth Management first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $584K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Pine Harbor Wealth Management held 3,121 shares of Procter & Gamble worth $451K as of Q1 2026.
Pine Harbor Wealth Management bought 1 Procter & Gamble share in Q1 2026, an estimated $152.
Procter & Gamble made up 0.13% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #59 holding.
Pine Harbor Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
Pine Harbor Wealth Management's Procter & Gamble position peaked at $584K in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.