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Prasad Wealth Partners’s Procter & Gamble PG Stock Holding History

Prasad Wealth Partners’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 		$332K Sell
2,300
-883
-28% -$134K 0.09% 99
2025
Q4 		$456K Buy
3,183
+1,866
+142% +$275K 0.12% 82
2025
Q3 		$202K Sell
1,317
-121
-8% -$18.9K 0.06% 136
2025
Q2 		$229K Buy
1,438
+198
+16% +$32.3K 0.07% 112
2025
Q1 		$211K Buy
1,240
+5
+0.4% +$837 0.07% 110
2024
Q4 		$207K Buy
+1,235
New +$210K 0.07% 106

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

Prasad Wealth Partners's PG Position: Q1 2026 in Review

Prasad Wealth Partners reduced its Procter & Gamble (PG) stake by 28% in Q1 2026, selling an estimated $134K and leaving 2,300 shares worth $332K. The position accounts for 0.09% of the portfolio, ranked #99.

Prasad Wealth Partners first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $456K in Q4 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Prasad Wealth Partners held 2,300 shares of Procter & Gamble worth $332K as of Q1 2026.
  • Prasad Wealth Partners sold 883 Procter & Gamble shares in Q1 2026, an estimated $134K.
  • Procter & Gamble made up 0.09% of Prasad Wealth Partners's portfolio in Q1 2026, its #99 holding.
  • Prasad Wealth Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Prasad Wealth Partners's Procter & Gamble position peaked at $456K in Q4 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.