Precision Wealth Strategies’s Procter & Gamble PG Stock Holding History

Precision Wealth Strategies’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	$221K	Sell	1,531 -365	-19%	-$55.3K	0.07%	153
2025 Q4	$272K	Sell	1,896 -139	-7%	-$20.5K	0.09%	144
2025 Q3	$313K	Sell	2,035 -177	-8%	-$27.6K	0.1%	148
2025 Q2	$352K	Buy	+2,212	New	+$361K	0.11%	130
2023 Q1	–	Sell	-2,212	Closed	-$335K	–	106
2022 Q4	$335K	Hold	2,212	–	–	0.35%	62
2022 Q3	$286K	Sell	2,212 -1	-0%	-$142	0.25%	90
2022 Q2	$322K	Sell	2,213 -18	-0.8%	-$2.71K	0.25%	95
2022 Q1	$341K	Hold	2,231	–	–	0.2%	106
2021 Q4	$365K	Sell	2,231 -173	-7%	-$25.7K	0.26%	98
2021 Q3	$336K	Buy	+2,404	New	+$341K	0.26%	95
2021 Q2	–	Sell	-3,475	Closed	-$471K	–	116
2021 Q1	$471K	Buy	3,475 +637	+22%	+$83.1K	0.45%	31
2020 Q4	$395K	Buy	+2,838	New	+$397K	0.43%	31

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

Precision Wealth Strategies's PG Position: Q1 2026 in Review

Precision Wealth Strategies reduced its Procter & Gamble (PG) stake by 19% in Q1 2026, selling an estimated $55.3K and leaving 1,531 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #153.

Precision Wealth Strategies first reported a position in PG in Q4 2020 and has held it in 12 quarters since. The position peaked at $471K in Q1 2021. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Precision Wealth Strategies held 1,531 shares of Procter & Gamble worth $221K as of Q1 2026.
Precision Wealth Strategies sold 365 Procter & Gamble shares in Q1 2026, an estimated $55.3K.
Procter & Gamble made up 0.07% of Precision Wealth Strategies's portfolio in Q1 2026, its #153 holding.
Precision Wealth Strategies first reported a position in Procter & Gamble in Q4 2020 and has held it in 12 quarters since.
Precision Wealth Strategies's Procter & Gamble position peaked at $471K in Q1 2021.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.