PWMG
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Prestige Wealth Management Group’s Procter & Gamble PG Stock Holding History

Prestige Wealth Management Group’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 		$1.22M Buy
8,428
+87
+1% +$13.2K 0.24% 58
2025
Q4 		$1.2M Sell
8,341
-570
-6% -$84K 0.23% 59
2025
Q3 		$1.37M Buy
8,911
+29
+0.3% +$4.53K 0.26% 53
2025
Q2 		$1.42M Sell
8,882
-296
-3% -$48.3K 0.29% 50
2025
Q1 		$1.56M Buy
9,178
+67
+0.7% +$11.2K 0.33% 46
2024
Q4 		$1.53M Buy
9,111
+48
+0.5% +$8.18K 0.32% 50
2024
Q3 		$1.57M Buy
9,063
+32
+0.4% +$5.43K 0.32% 47
2024
Q2 		$1.49M Sell
9,031
-238
-3% -$38.9K 0.32% 47
2024
Q1 		$1.5M Sell
9,269
-197
-2% -$30.9K 0.32% 46
2023
Q4 		$1.39M Sell
9,466
-409
-4% -$60.6K 0.31% 47
2023
Q3 		$1.44M Buy
9,875
+25
+0.3% +$3.82K 0.36% 44
2023
Q2 		$1.49M Sell
9,850
-12,352
-56% -$1.86M 0.35% 41
2023
Q1 		$3.3M Buy
22,202
+12,104
+120% +$1.73M 0.83% 22
2022
Q4 		$1.53M Sell
10,098
-10,276
-50% -$1.44M 0.4% 39
2022
Q3 		$2.57M Buy
20,374
+1,743
+9% +$248K 0.72% 26
2022
Q2 		$2.68M Buy
18,631
+1,076
+6% +$162K 0.73% 26
2022
Q1 		$2.68M Buy
17,555
+9,500
+118% +$1.49M 0.66% 27
2021
Q4 		$1.32M Buy
8,055
+242
+3% +$35.9K 0.31% 40
2021
Q3 		$1.09M Buy
7,813
+555
+8% +$78.7K 0.28% 40
2021
Q2 		$980K Sell
7,258
-260
-3% -$35.2K 0.26% 43
2021
Q1 		$1.02M Buy
7,518
+321
+4% +$41.9K 0.28% 43
2020
Q4 		$1M Buy
7,197
+368
+5% +$51.4K 0.27% 45
2020
Q3 		$949K Buy
6,829
+670
+11% +$89K 0.29% 43
2020
Q2 		$737K Buy
6,159
+1,913
+45% +$223K 0.26% 44
2020
Q1 		$467K Buy
4,246
+580
+16% +$69.6K 0.2% 53
2019
Q4 		$458K Hold
3,666
– – 0.25% 65
2019
Q3 		$456K Buy
3,666
+146
+4% +$17.3K 0.27% 59
2019
Q2 		$386K Hold
3,520
– – 0.23% 68
2019
Q1 		$366K Sell
3,520
-742
-17% -$72.2K 0.22% 82
2018
Q4 		$392K Buy
+4,262
New +$381K 0.29% 65

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

Prestige Wealth Management Group's PG Position: Q1 2026 in Review

Prestige Wealth Management Group increased its Procter & Gamble (PG) stake by 1% in Q1 2026, buying an estimated $13.2K and bringing the position to 8,428 shares worth $1.22M. The position accounts for 0.24% of the portfolio, ranked #58.

Prestige Wealth Management Group first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.3M in Q1 2023. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Prestige Wealth Management Group held 8,428 shares of Procter & Gamble worth $1.22M as of Q1 2026.
  • Prestige Wealth Management Group bought 87 Procter & Gamble shares in Q1 2026, an estimated $13.2K.
  • Procter & Gamble made up 0.24% of Prestige Wealth Management Group's portfolio in Q1 2026, its #58 holding.
  • Prestige Wealth Management Group first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Procter & Gamble position peaked at $3.3M in Q1 2023.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.