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Redwood Wealth Management Group’s Procter & Gamble PG Stock Holding History

Redwood Wealth Management Group’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 		$1.06M Buy
7,349
+1
+0% +$152 0.46% 49
2025
Q4 		$1.05M Sell
7,348
-2
-0% -$295 0.44% 53
2025
Q3 		$1.13M Sell
7,350
-82
-1% -$12.8K 0.48% 47
2025
Q2 		$1.18M Sell
7,432
-149
-2% -$24.3K 0.53% 46
2025
Q1 		$1.29M Sell
7,581
-169
-2% -$28.3K 0.66% 43
2024
Q4 		$1.3M Sell
7,750
-358
-4% -$61K 0.63% 41
2024
Q3 		$1.4M Sell
8,108
-20
-0.2% -$3.4K 0.7% 38
2024
Q2 		$1.34M Sell
8,128
-144
-2% -$23.5K 1.01% 24
2024
Q1 		$1.34M Sell
8,272
-102
-1% -$16K 1.42% 23
2023
Q4 		$1.23M Sell
8,374
-2
-0% -$296 1.36% 20
2023
Q3 		$1.22M Buy
8,376
+51
+0.6% +$7.79K 1.43% 19
2023
Q2 		$1.26M Sell
8,325
-197
-2% -$29.7K 1.4% 19
2023
Q1 		$1.27M Sell
8,522
-374
-4% -$53.5K 1.44% 18
2022
Q4 		$1.35M Buy
+8,896
New +$1.25M 1.68% 18

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

Redwood Wealth Management Group's PG Position: Q1 2026 in Review

Redwood Wealth Management Group increased its Procter & Gamble (PG) stake by 0.01% in Q1 2026, buying an estimated $152 and bringing the position to 7,349 shares worth $1.06M. The position accounts for 0.46% of the portfolio, ranked #49.

Redwood Wealth Management Group first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.4M in Q3 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Redwood Wealth Management Group held 7,349 shares of Procter & Gamble worth $1.06M as of Q1 2026.
  • Redwood Wealth Management Group bought 1 Procter & Gamble share in Q1 2026, an estimated $152.
  • Procter & Gamble made up 0.46% of Redwood Wealth Management Group's portfolio in Q1 2026, its #49 holding.
  • Redwood Wealth Management Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Redwood Wealth Management Group's Procter & Gamble position peaked at $1.4M in Q3 2024.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.