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Potentia Wealth’s Procter & Gamble PG Stock Holding History

Potentia Wealth’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 		$286K Sell
1,980
-1,101
-36% -$167K 0.11% 77
2025
Q4 		$442K Sell
3,081
-300
-9% -$44.2K 0.16% 64
2025
Q3 		$519K Hold
3,381
– – 0.2% 57
2025
Q2 		$539K Hold
3,381
– – 0.31% 40
2025
Q1 		$576K Hold
3,381
– – 0.27% 48
2024
Q4 		$567K Buy
+3,381
New +$576K 0.25% 55

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

Potentia Wealth's PG Position: Q1 2026 in Review

Potentia Wealth reduced its Procter & Gamble (PG) stake by 36% in Q1 2026, selling an estimated $167K and leaving 1,980 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #77.

Potentia Wealth first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $576K in Q1 2025. 3,992 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Potentia Wealth held 1,980 shares of Procter & Gamble worth $286K as of Q1 2026.
  • Potentia Wealth sold 1,101 Procter & Gamble shares in Q1 2026, an estimated $167K.
  • Procter & Gamble made up 0.11% of Potentia Wealth's portfolio in Q1 2026, its #77 holding.
  • Potentia Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's Procter & Gamble position peaked at $576K in Q1 2025.
  • 3,992 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.