QWM
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QP Wealth Management’s Procter & Gamble PG Stock Holding History

QP 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 		– Sell
-5,941
Closed -$851K – 101
2025
Q4 		$851K Buy
+5,941
New +$876K 0.75% 31
2023
Q3 		$929K Sell
6,368
-1,688
-21% -$258K 1.62% 22
2023
Q2 		$1.22M Sell
8,056
-367
-4% -$55.3K 1.94% 18
2023
Q1 		$1.25M Sell
8,423
-251
-3% -$35.9K 2.05% 15
2022
Q4 		$1.31M Sell
8,674
-1,267
-13% -$178K 2.05% 17
2022
Q3 		$1.28M Buy
9,941
+125
+1% +$17.8K 1.84% 21
2022
Q2 		$1.41M Sell
9,816
-105
-1% -$15.8K 1.93% 18
2022
Q1 		$1.52M Sell
9,921
-129
-1% -$20.2K 1.69% 20
2021
Q4 		$1.64M Buy
10,050
+75
+0.8% +$11.1K 1.74% 20
2021
Q3 		$1.4M Sell
9,975
-80
-0.8% -$11.3K 1.5% 23
2021
Q2 		$1.36M Buy
10,055
+310
+3% +$41.9K 1.39% 25
2021
Q1 		$1.32M Buy
9,745
+130
+1% +$17K 1.44% 28
2020
Q4 		$1.34M Buy
9,615
+315
+3% +$44K 1.48% 25
2020
Q3 		$1.29M Buy
9,300
+235
+3% +$31.2K 1.65% 21
2020
Q2 		$1.08M Buy
9,065
+1,552
+21% +$181K 1.5% 24
2020
Q1 		$897K Buy
+7,513
New +$902K 1.3% 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

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

QP Wealth Management sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 5,941 shares — an estimated $851K sold.

QP Wealth Management first reported a position in PG in Q1 2020 and held it in 16 quarters. The position peaked at $1.64M in Q4 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • QP Wealth Management reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • QP Wealth Management sold 5,941 Procter & Gamble shares in Q1 2026, an estimated $851K.
  • QP Wealth Management first reported a position in Procter & Gamble in Q1 2020 and held it in 16 quarters.
  • QP Wealth Management's Procter & Gamble position peaked at $1.64M in Q4 2021.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on QP Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.