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Prosperity Financial Group’s Procter & Gamble PG Stock Holding History

Prosperity Financial 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 		$555K Buy
3,843
+103
+3% +$15.6K 0.21% 112
2025
Q4 		$536K Sell
3,740
-145
-4% -$21.4K 0.19% 112
2025
Q3 		$597K Buy
3,885
+5
+0.1% +$781 0.22% 105
2025
Q2 		$618K Sell
3,880
-364
-9% -$59.4K 0.26% 96
2025
Q1 		$723K Buy
4,244
+59
+1% +$9.88K 0.36% 71
2024
Q4 		$702K Buy
4,185
+107
+3% +$18.2K 0.35% 74
2024
Q3 		$706K Sell
4,078
-43
-1% -$7.3K 0.4% 69
2024
Q2 		$680K Buy
4,121
+7
+0.2% +$1.14K 0.43% 60
2024
Q1 		$668K Buy
4,114
+661
+19% +$104K 0.41% 60
2023
Q4 		$506K Sell
3,453
-10
-0.3% -$1.48K 0.35% 63
2023
Q3 		$505K Buy
3,463
+108
+3% +$16.5K 0.42% 52
2023
Q2 		$509K Sell
3,355
-45
-1% -$6.78K 0.45% 53
2023
Q1 		$506K Sell
3,400
-1,640
-33% -$234K 0.51% 48
2022
Q4 		$764K Buy
+5,040
New +$707K 0.82% 28

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

Prosperity Financial Group's PG Position: Q1 2026 in Review

Prosperity Financial Group increased its Procter & Gamble (PG) stake by 2.8% in Q1 2026, buying an estimated $15.6K and bringing the position to 3,843 shares worth $555K. The position accounts for 0.21% of the portfolio, ranked #112.

Prosperity Financial Group first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $764K in Q4 2022. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Prosperity Financial Group held 3,843 shares of Procter & Gamble worth $555K as of Q1 2026.
  • Prosperity Financial Group bought 103 Procter & Gamble shares in Q1 2026, an estimated $15.6K.
  • Procter & Gamble made up 0.21% of Prosperity Financial Group's portfolio in Q1 2026, its #112 holding.
  • Prosperity Financial Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Prosperity Financial Group's Procter & Gamble position peaked at $764K in Q4 2022.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.