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

Private 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
2020 Q4	–	Sell	-4,200	Closed	-$1K	–	127
2020 Q3	$1K	Buy	+4,200	New	+$558K	﹤0.01%	116
2020 Q2	–	Sell	-4,200	Closed	-$2K	–	127
2020 Q1	$2K	Buy	+4,200	New	+$504K	﹤0.01%	124
2019 Q4	–	Sell	-3,400	Closed	-$1K	–	132
2019 Q3	$1K	Buy	+3,400	New	+$402K	﹤0.01%	123

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

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

Private Wealth Partners reduced its Procter & Gamble (PG) stake by 3.2% in Q1 2026, selling an estimated $113K and leaving 22,495 shares worth $3.25M. The position accounts for 0.25% of the portfolio, ranked #54.

Private Wealth Partners first reported a position in PG in Q2 2013 and has held it in 48 quarters since. The position peaked at $7.98M in Q1 2018. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Private Wealth Partners held 22,495 shares of Procter & Gamble worth $3.25M as of Q1 2026.
Private Wealth Partners sold 747 Procter & Gamble shares in Q1 2026, an estimated $113K.
Procter & Gamble made up 0.25% of Private Wealth Partners's portfolio in Q1 2026, its #54 holding.
Private Wealth Partners first reported a position in Procter & Gamble in Q2 2013 and has held it in 48 quarters since.
Private Wealth Partners's Procter & Gamble position peaked at $7.98M in Q1 2018.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.