Portfolio Design Labs’s Procter & Gamble PG Stock Holding History

Portfolio Design Labs’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	$3.98M	Sell	27,563 -982	-3%	-$149K	0.71%	28
2025 Q4	$4.09M	Sell	28,545 -61	-0.2%	-$8.99K	0.67%	28
2025 Q3	$4.4M	Sell	28,606 -9,601	-25%	-$1.5M	0.75%	26
2025 Q2	$6.09M	Buy	38,207 +11,080	+41%	+$1.81M	1.2%	22
2025 Q1	$4.62M	Sell	27,127 -14,753	-35%	-$2.47M	0.95%	23
2024 Q4	$7.02M	Buy	41,880 +11,420	+37%	+$1.94M	1.44%	12
2024 Q3	$5.28M	Buy	30,460 +2,633	+9%	+$447K	1.47%	12
2024 Q2	$4.59M	Buy	27,827 +113	+0.4%	+$18.5K	1.42%	14
2024 Q1	$4.5M	Sell	27,714 -8,290	-23%	-$1.3M	1.51%	12
2023 Q4	$5.28M	Buy	+36,004	New	+$5.33M	2%	13

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

Portfolio Design Labs's PG Position: Q1 2026 in Review

Portfolio Design Labs reduced its Procter & Gamble (PG) stake by 3.4% in Q1 2026, selling an estimated $149K and leaving 27,563 shares worth $3.98M. The position accounts for 0.71% of the portfolio, ranked #28.

Portfolio Design Labs first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.02M in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Portfolio Design Labs held 27,563 shares of Procter & Gamble worth $3.98M as of Q1 2026.
Portfolio Design Labs sold 982 Procter & Gamble shares in Q1 2026, an estimated $149K.
Procter & Gamble made up 0.71% of Portfolio Design Labs's portfolio in Q1 2026, its #28 holding.
Portfolio Design Labs first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
Portfolio Design Labs's Procter & Gamble position peaked at $7.02M in Q4 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.