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Proficio Capital Partners’s Procter & Gamble PG Stock Holding History

Proficio Capital 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 		$379K Sell
2,622
-6
-0.2% -$910 0.02% 191
2025
Q4 		$377K Sell
2,628
-231
-8% -$34.1K 0.03% 180
2025
Q3 		$439K Sell
2,859
-8,898
-76% -$1.39M 0.03% 138
2025
Q2 		$1.87M Buy
11,757
+1,034
+10% +$169K 0.12% 105
2025
Q1 		$1.83M Buy
10,723
+363
+4% +$60.8K 0.14% 87
2024
Q4 		$1.74M Buy
10,360
+3,472
+50% +$591K 0.14% 78
2024
Q3 		$1.19M Sell
6,888
-2,684
-28% -$456K 0.12% 88
2024
Q2 		$1.58M Buy
9,572
+285
+3% +$46.6K 0.17% 77
2024
Q1 		$1.51M Buy
9,287
+228
+3% +$35.8K 0.17% 83
2023
Q4 		$1.33M Sell
9,059
-456
-5% -$67.5K 0.16% 72
2023
Q3 		$1.39M Buy
9,515
+632
+7% +$96.5K 0.19% 69
2023
Q2 		$1.35M Buy
8,883
+373
+4% +$56.2K 0.18% 72
2023
Q1 		$1.27M Buy
8,510
+238
+3% +$34K 0.2% 73
2022
Q4 		$1.26M Sell
8,272
-317
-4% -$44.4K 0.24% 64
2022
Q3 		$1.07M Buy
8,589
+138
+2% +$19.6K 0.2% 74
2022
Q2 		$1.22M Sell
8,451
-49
-0.6% -$7.37K 0.23% 67
2022
Q1 		$1.3M Sell
8,500
-120
-1% -$18.8K 0.19% 75
2021
Q4 		$1.41M Sell
8,620
-327
-4% -$48.5K 0.2% 79
2021
Q3 		$1.25M Sell
8,947
-163
-2% -$23.1K 0.16% 87
2021
Q2 		$1.23M Sell
9,110
-100
-1% -$13.5K 0.15% 86
2021
Q1 		$1.25M Buy
9,210
+1,829
+25% +$239K 0.16% 83
2020
Q4 		$1.03M Buy
7,381
+128
+2% +$17.9K 0.16% 70
2020
Q3 		$944K Buy
7,253
+457
+7% +$60.7K 0.17% 67
2020
Q2 		$813K Sell
6,796
-108
-2% -$12.6K 0.17% 69
2020
Q1 		$775K Buy
6,904
+2,399
+53% +$288K 0.19% 69
2019
Q4 		$563K Buy
4,505
+655
+17% +$80.1K 0.16% 74
2019
Q3 		$479K Sell
3,850
-680
-15% -$80.3K 0.18% 70
2019
Q2 		$497K Buy
4,530
+787
+21% +$83.9K 0.17% 82
2019
Q1 		$389K Buy
3,743
+240
+7% +$23.4K 0.14% 89
2018
Q4 		$322K Buy
3,503
+433
+14% +$38.7K 0.14% 82
2018
Q3 		$256K Buy
3,070
+577
+23% +$47.2K 0.08% 109
2018
Q2 		$195K Buy
2,493
+410
+20% +$30.9K 0.08% 129
2018
Q1 		$165K Sell
2,083
-264
-11% -$22K 0.05% 147
2017
Q4 		$216K Sell
2,347
-298
-11% -$26.8K 0.07% 118
2017
Q3 		$241K Buy
2,645
+428
+19% +$39K 0.1% 134
2017
Q2 		$202K Sell
2,217
-289
-12% -$25.5K 0.08% 178
2017
Q1 		$217K Buy
2,506
+1,155
+85% +$102K 0.09% 150
2016
Q4 		$114K Sell
1,351
-5,228
-79% -$446K 0.05% 167
2016
Q3 		$590K Buy
6,579
+49
+0.8% +$4.26K 0.34% 77
2016
Q2 		$554K Buy
6,530
+736
+13% +$60.4K 0.35% 76
2016
Q1 		$477K Buy
5,794
+5,295
+1,061% +$427K 0.4% 64
2015
Q4 		$40K Buy
+499
New +$38.1K 0.04% 142

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

Proficio Capital Partners's PG Position: Q1 2026 in Review

Proficio Capital Partners reduced its Procter & Gamble (PG) stake by 0.23% in Q1 2026, selling an estimated $910 and leaving 2,622 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #191.

Proficio Capital Partners first reported a position in PG in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.87M in Q2 2025. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Proficio Capital Partners held 2,622 shares of Procter & Gamble worth $379K as of Q1 2026.
  • Proficio Capital Partners sold 6 Procter & Gamble shares in Q1 2026, an estimated $910.
  • Procter & Gamble made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #191 holding.
  • Proficio Capital Partners first reported a position in Procter & Gamble in Q4 2015 and has held it in 42 quarters since.
  • Proficio Capital Partners's Procter & Gamble position peaked at $1.87M in Q2 2025.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.