PUREfi Wealth’s Procter & Gamble PG Stock Holding History

PUREfi Wealth’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	$646K	Sell	4,472 -2,210	-33%	-$335K	0.42%	57
2025 Q4	$958K	Buy	6,682 +23	+0.3%	+$3.39K	0.73%	33
2025 Q3	$1.02M	Buy	6,659 +580	+10%	+$90.6K	0.79%	32
2025 Q2	$969K	Buy	6,079 +970	+19%	+$158K	0.77%	29
2025 Q1	$871K	Buy	5,109 +1,848	+57%	+$310K	0.87%	25
2024 Q4	$547K	Buy	+3,261	New	+$555K	0.53%	43

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

PUREfi Wealth's PG Position: Q1 2026 in Review

PUREfi Wealth reduced its Procter & Gamble (PG) stake by 33% in Q1 2026, selling an estimated $335K and leaving 4,472 shares worth $646K. The position accounts for 0.42% of the portfolio, ranked #57.

PUREfi Wealth first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2025. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

PUREfi Wealth held 4,472 shares of Procter & Gamble worth $646K as of Q1 2026.
PUREfi Wealth sold 2,210 Procter & Gamble shares in Q1 2026, an estimated $335K.
Procter & Gamble made up 0.42% of PUREfi Wealth's portfolio in Q1 2026, its #57 holding.
PUREfi Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
PUREfi Wealth's Procter & Gamble position peaked at $1.02M in Q3 2025.
3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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