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

Precedent 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 		$228K Hold
1,581
– – 0.05% 161
2025
Q4 		$227K Sell
1,581
-60
-4% -$8.85K 0.05% 164
2025
Q3 		$252K Sell
1,641
-61
-4% -$9.53K 0.06% 157
2025
Q2 		$271K Buy
1,702
+408
+32% +$66.6K 0.07% 154
2025
Q1 		$221K Buy
1,294
+10
+0.8% +$1.68K 0.06% 148
2024
Q4 		$215K Buy
+1,284
New +$219K 0.07% 145
2024
Q1 		– Sell
-7,272
Closed -$1.07M – 141
2023
Q4 		$1.07M Buy
+7,272
New +$1.08M 0.54% 42

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

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

Precedent Wealth Partners held its Procter & Gamble (PG) position steady in Q1 2026 at 1,581 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #161.

Precedent Wealth Partners first reported a position in PG in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2023. 3,983 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Precedent Wealth Partners held 1,581 shares of Procter & Gamble worth $228K as of Q1 2026.
  • Precedent Wealth Partners left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.05% of Precedent Wealth Partners's portfolio in Q1 2026, its #161 holding.
  • Precedent Wealth Partners first reported a position in Procter & Gamble in Q4 2023 and has held it in 7 quarters since.
  • Precedent Wealth Partners's Procter & Gamble position peaked at $1.07M in Q4 2023.
  • 3,983 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.