Red Mountain Financial’s Procter & Gamble PG Stock Holding History

Red Mountain Financial’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	$337K	Buy	2,331 +3	+0.1%	+$455	0.32%	52
2025 Q4	$334K	Buy	2,328 +4	+0.2%	+$590	0.33%	50
2025 Q3	$357K	Buy	2,324 +3	+0.1%	+$469	0.36%	48
2025 Q2	$370K	Buy	2,321 +3	+0.1%	+$490	0.41%	44
2025 Q1	$395K	Buy	2,318 +157	+7%	+$26.3K	0.48%	40
2024 Q4	$362K	Sell	2,161 -12	-0.6%	-$2.04K	0.39%	40
2024 Q3	$376K	Sell	2,173 -268	-11%	-$45.5K	0.4%	40
2024 Q2	$403K	Buy	+2,441	New	+$399K	0.49%	40
2023 Q4	$357K	Buy	+2,439	New	+$361K	0.55%	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

Red Mountain Financial's PG Position: Q1 2026 in Review

Red Mountain Financial increased its Procter & Gamble (PG) stake by 0.13% in Q1 2026, buying an estimated $455 and bringing the position to 2,331 shares worth $337K. The position accounts for 0.32% of the portfolio, ranked #52.

Red Mountain Financial first reported a position in PG in Q4 2023 and has held it in 9 quarters since. The position peaked at $403K in Q2 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Red Mountain Financial held 2,331 shares of Procter & Gamble worth $337K as of Q1 2026.
Red Mountain Financial bought 3 Procter & Gamble shares in Q1 2026, an estimated $455.
Procter & Gamble made up 0.32% of Red Mountain Financial's portfolio in Q1 2026, its #52 holding.
Red Mountain Financial first reported a position in Procter & Gamble in Q4 2023 and has held it in 9 quarters since.
Red Mountain Financial's Procter & Gamble position peaked at $403K in Q2 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Red Mountain Financial's 13F filing for Q1 2026, filed 28 Apr 2026.