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Pursuit Wealth Strategies’s Procter & Gamble PG Stock Holding History

Pursuit Wealth Strategies’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 		$739K Buy
5,118
+7
+0.1% +$1.06K 1.03% 29
2025
Q4 		$733K Buy
+5,111
New +$754K 1.03% 30

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

Pursuit Wealth Strategies's PG Position: Q1 2026 in Review

Pursuit Wealth Strategies increased its Procter & Gamble (PG) stake by 0.14% in Q1 2026, buying an estimated $1.06K and bringing the position to 5,118 shares worth $739K. The position accounts for 1.03% of the portfolio, ranked #29.

Pursuit Wealth Strategies first reported a position in PG in Q4 2025 and has held it in 2 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Pursuit Wealth Strategies held 5,118 shares of Procter & Gamble worth $739K as of Q1 2026.
  • Pursuit Wealth Strategies bought 7 Procter & Gamble shares in Q1 2026, an estimated $1.06K.
  • Procter & Gamble made up 1.03% of Pursuit Wealth Strategies's portfolio in Q1 2026, its #29 holding.
  • Pursuit Wealth Strategies first reported a position in Procter & Gamble in Q4 2025 and has held it in 2 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q1 2026, filed 15 May 2026.