RWM
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Rialto Wealth Management’s Procter & Gamble PG Stock Holding History

Rialto 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 		$235K Buy
1,624
+45
+3% +$6.82K 0.05% 143
2025
Q4 		$226K Buy
1,579
+240
+18% +$35.4K 0.05% 151
2025
Q3 		$206K Buy
1,339
+28
+2% +$4.37K 0.05% 149
2025
Q2 		$209K Buy
1,311
+7
+0.5% +$1.14K 0.06% 147
2025
Q1 		$222K Buy
1,304
+26
+2% +$4.36K 0.07% 141
2024
Q4 		$214K Buy
+1,278
New +$218K 0.07% 147

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

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

Rialto Wealth Management increased its Procter & Gamble (PG) stake by 2.8% in Q1 2026, buying an estimated $6.82K and bringing the position to 1,624 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #143.

Rialto Wealth Management first reported a position in PG in Q4 2024 and has held it in 6 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Rialto Wealth Management held 1,624 shares of Procter & Gamble worth $235K as of Q1 2026.
  • Rialto Wealth Management bought 45 Procter & Gamble shares in Q1 2026, an estimated $6.82K.
  • Procter & Gamble made up 0.05% of Rialto Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Rialto Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.