QWP
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Quotient Wealth Partners’s Procter & Gamble PG Stock Holding History

Quotient Wealth Partners’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 		$1.45M Sell
10,011
-295
-3% -$44.7K 0.04% 99
2025
Q4 		$1.48M Sell
10,306
-1,656
-14% -$244K 0.04% 98
2025
Q3 		$1.84M Sell
11,962
-1,137
-9% -$178K 0.05% 86
2025
Q2 		$2.09M Buy
13,099
+753
+6% +$123K 0.06% 74
2025
Q1 		$2.1M Sell
12,346
-1,987
-14% -$333K 0.07% 69
2024
Q4 		$2.4M Sell
14,333
-974
-6% -$166K 0.08% 60
2024
Q3 		$2.65M Sell
15,307
-1,288
-8% -$219K 0.09% 56
2024
Q2 		$2.74M Sell
16,595
-6,174
-27% -$1.01M 0.1% 53
2024
Q1 		$3.69M Sell
22,769
-7,988
-26% -$1.25M 0.13% 49
2023
Q4 		$4.51M Buy
+30,757
New +$4.56M 0.17% 58

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

Quotient Wealth Partners's PG Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Procter & Gamble (PG) stake by 2.9% in Q1 2026, selling an estimated $44.7K and leaving 10,011 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #99.

Quotient Wealth Partners first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.51M in Q4 2023. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Quotient Wealth Partners held 10,011 shares of Procter & Gamble worth $1.45M as of Q1 2026.
  • Quotient Wealth Partners sold 295 Procter & Gamble shares in Q1 2026, an estimated $44.7K.
  • Procter & Gamble made up 0.04% of Quotient Wealth Partners's portfolio in Q1 2026, its #99 holding.
  • Quotient Wealth Partners first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Procter & Gamble position peaked at $4.51M in Q4 2023.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.