PWP
PG icon

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

Principle 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 		$10.7M Sell
74,133
-117
-0.2% -$17.7K 0.61% 38
2025
Q4 		$10.6M Buy
74,250
+397
+0.5% +$58.5K 0.6% 38
2025
Q3 		$11.3M Buy
73,853
+650
+0.9% +$102K 0.66% 33
2025
Q2 		$11.7M Buy
73,203
+137
+0.2% +$22.4K 0.73% 31
2025
Q1 		$12.5M Sell
73,066
-1,126
-2% -$189K 0.89% 28
2024
Q4 		$12.4M Sell
74,192
-834
-1% -$142K 0.87% 27
2024
Q3 		$13M Sell
75,026
-332
-0.4% -$56.4K 0.92% 27
2024
Q2 		$12.4M Sell
75,358
-495
-0.7% -$80.9K 0.95% 24
2024
Q1 		$12.3M Buy
75,853
+630
+0.8% +$98.8K 0.96% 24
2023
Q4 		$11M Sell
75,223
-215
-0.3% -$31.8K 0.95% 23
2023
Q3 		$11M Sell
75,438
-722
-0.9% -$110K 1.11% 22
2023
Q2 		$11.6M Sell
76,160
-251
-0.3% -$37.8K 1.16% 20
2023
Q1 		$11.4M Buy
76,411
+793
+1% +$113K 1.21% 18
2022
Q4 		$11.5M Sell
75,618
-460
-0.6% -$64.5K 1.3% 16
2022
Q3 		$9.61K Buy
76,078
+1,255
+2% +$178K 0.91% 18
2022
Q2 		$10.8M Sell
74,823
-1,175
-2% -$177K 1.29% 15
2022
Q1 		$11.6M Sell
75,998
-887
-1% -$139K 1.22% 15
2021
Q4 		$12.6M Sell
76,885
-565
-0.7% -$83.9K 1.32% 15
2021
Q3 		$10.8M Buy
77,450
+521
+0.7% +$73.8K 1.25% 17
2021
Q2 		$10.4M Sell
76,929
-1,852
-2% -$251K 1.18% 18
2021
Q1 		$10.7M Buy
78,781
+6,720
+9% +$877K 1.25% 17
2020
Q4 		$10M Buy
72,061
+52,591
+270% +$7.35M 1.32% 15
2020
Q3 		$2.71M Sell
19,470
-307
-2% -$40.8K 0.75% 24
2020
Q2 		$2.36M Hold
19,777
– – 0.69% 24
2020
Q1 		$2.17M Sell
19,777
-52
-0.3% -$6.24K 0.82% 23
2019
Q4 		$2.48M Sell
19,829
-896
-4% -$110K 0.79% 32
2019
Q3 		$2.58M Buy
20,725
+2,705
+15% +$320K 0.89% 31
2019
Q2 		$1.98M Buy
18,020
+3,001
+20% +$320K 1.02% 25
2019
Q1 		$1.56M Buy
15,019
+3,102
+26% +$302K 0.89% 30
2018
Q4 		$1.09M Buy
+11,917
New +$1.07M 0.92% 34

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

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

Principle Wealth Partners reduced its Procter & Gamble (PG) stake by 0.16% in Q1 2026, selling an estimated $17.7K and leaving 74,133 shares worth $10.7M. The position accounts for 0.61% of the portfolio, ranked #38.

Principle Wealth Partners first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $13M in Q3 2024. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Principle Wealth Partners held 74,133 shares of Procter & Gamble worth $10.7M as of Q1 2026.
  • Principle Wealth Partners sold 117 Procter & Gamble shares in Q1 2026, an estimated $17.7K.
  • Procter & Gamble made up 0.61% of Principle Wealth Partners's portfolio in Q1 2026, its #38 holding.
  • Principle Wealth Partners first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Procter & Gamble position peaked at $13M in Q3 2024.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.