Provident Wealth Management’s Procter & Gamble PG Stock Holding History

Provident Wealth Management’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	$2.2M	Sell	15,207 -573	-4%	-$86.9K	0.66%	20
2025 Q4	$2.26M	Sell	15,780 -4,647	-23%	-$685K	0.67%	20
2025 Q3	$3.14M	Sell	20,427 -2,560	-11%	-$400K	0.95%	16
2025 Q2	$3.66M	Sell	22,987 -592	-3%	-$96.6K	1.2%	15
2025 Q1	$4.02M	Hold	23,579	–	–	1.38%	15
2024 Q4	$3.95M	Sell	23,579 -625	-3%	-$106K	1.32%	15
2024 Q3	$4.19M	Buy	24,204 +50	+0.2%	+$8.49K	1.43%	17
2024 Q2	$3.98M	Sell	24,154 -57	-0.2%	-$9.32K	1.46%	17
2024 Q1	$3.93M	Sell	24,211 -31	-0.1%	-$4.86K	1.47%	17
2023 Q4	$3.55M	Hold	24,242	–	–	1.56%	17
2023 Q3	$3.54M	Sell	24,242 -561	-2%	-$85.7K	1.72%	16
2023 Q2	$3.76M	Buy	24,803 +14,540	+142%	+$2.19M	1.85%	15
2023 Q1	$1.53M	Buy	+10,263	New	+$1.47M	0.78%	26
2020 Q4	–	Sell	-933	Closed	-$130K	–	210
2020 Q3	$130K	Buy	+933	New	+$124K	0.15%	57

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

Provident Wealth Management's PG Position: Q1 2026 in Review

Provident Wealth Management reduced its Procter & Gamble (PG) stake by 3.6% in Q1 2026, selling an estimated $86.9K and leaving 15,207 shares worth $2.2M. The position accounts for 0.66% of the portfolio, ranked #20.

Provident Wealth Management first reported a position in PG in Q3 2020 and has held it in 14 quarters since. The position peaked at $4.19M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Provident Wealth Management held 15,207 shares of Procter & Gamble worth $2.2M as of Q1 2026.
Provident Wealth Management sold 573 Procter & Gamble shares in Q1 2026, an estimated $86.9K.
Procter & Gamble made up 0.66% of Provident Wealth Management's portfolio in Q1 2026, its #20 holding.
Provident Wealth Management first reported a position in Procter & Gamble in Q3 2020 and has held it in 14 quarters since.
Provident Wealth Management's Procter & Gamble position peaked at $4.19M in Q3 2024.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.