PWAM
PG icon

Pinnacle West Asset Management’s Procter & Gamble PG Stock Holding History

Pinnacle West Asset 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 		$893K Sell
6,185
-225
-4% -$34.1K 0.61% 46
2025
Q4 		$919K Sell
6,410
-100
-2% -$14.7K 0.6% 44
2025
Q3 		$1M Sell
6,510
-25
-0.4% -$3.9K 0.65% 42
2025
Q2 		$1.04M Sell
6,535
-110
-2% -$18K 0.72% 39
2025
Q1 		$1.13M Sell
6,645
-5
-0.1% -$837 0.82% 36
2024
Q4 		$1.11M Hold
6,650
– – 0.8% 36
2024
Q3 		$1.15M Hold
6,650
– – 0.83% 36
2024
Q2 		$1.1M Buy
6,650
+30
+0.5% +$4.91K 0.85% 37
2024
Q1 		$1.07M Sell
6,620
-15
-0.2% -$2.35K 0.85% 39
2023
Q4 		$972K Buy
6,635
+116
+2% +$17.2K 0.83% 41
2023
Q3 		$951K Buy
6,519
+170
+3% +$26K 0.93% 38
2023
Q2 		$963K Sell
6,349
-46
-0.7% -$6.93K 0.94% 39
2023
Q1 		$951K Buy
+6,395
New +$914K 0.99% 37

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

Pinnacle West Asset Management's PG Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Procter & Gamble (PG) stake by 3.5% in Q1 2026, selling an estimated $34.1K and leaving 6,185 shares worth $893K. The position accounts for 0.61% of the portfolio, ranked #46.

Pinnacle West Asset Management first reported a position in PG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q3 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Pinnacle West Asset Management held 6,185 shares of Procter & Gamble worth $893K as of Q1 2026.
  • Pinnacle West Asset Management sold 225 Procter & Gamble shares in Q1 2026, an estimated $34.1K.
  • Procter & Gamble made up 0.61% of Pinnacle West Asset Management's portfolio in Q1 2026, its #46 holding.
  • Pinnacle West Asset Management first reported a position in Procter & Gamble in Q1 2023 and has held it in 13 quarters since.
  • Pinnacle West Asset Management's Procter & Gamble position peaked at $1.15M in Q3 2024.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.