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Ridgecrest Wealth Partners’s Procter & Gamble PG Stock Holding History

Ridgecrest 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 		$3.26M Buy
22,598
+419
+2% +$63.5K 1.8% 13
2025
Q4 		$3.18M Sell
22,179
-8,850
-29% -$1.3M 1.72% 13
2025
Q3 		$4.77M Sell
31,029
-200
-0.6% -$31.2K 2.16% 11
2025
Q2 		$4.98M Sell
31,229
-154
-0.5% -$25.1K 2.63% 9
2025
Q1 		$5.35M Sell
31,383
-9
-0% -$1.51K 2.8% 11
2024
Q4 		$5.26M Sell
31,392
-1,210
-4% -$206K 2.85% 10
2024
Q3 		$5.65M Buy
32,602
+8
+0% +$1.36K 2.94% 11
2024
Q2 		$5.38M Buy
32,594
+267
+0.8% +$43.6K 3.24% 9
2024
Q1 		$5.25M Hold
32,327
– – 3.12% 10
2023
Q4 		$4.74M Sell
32,327
-4
-0% -$592 3.13% 9
2023
Q3 		$4.72M Sell
32,331
-500
-2% -$76.4K 3.31% 10
2023
Q2 		$4.98M Buy
32,831
+198
+0.6% +$29.8K 3.29% 10
2023
Q1 		$4.85M Sell
32,633
-82
-0.3% -$11.7K 3.46% 8
2022
Q4 		$4.96M Hold
32,715
– – 3.77% 7
2022
Q3 		$4.13M Buy
32,715
+1,077
+3% +$153K 3.37% 7
2022
Q2 		$4.55M Buy
31,638
+229
+0.7% +$34.4K 3.31% 7
2022
Q1 		$4.8M Sell
31,409
-200
-0.6% -$31.3K 3.05% 8
2021
Q4 		$5.17M Buy
31,609
+1,250
+4% +$186K 2.52% 9
2021
Q3 		$4.24M Buy
30,359
+3,969
+15% +$563K 2.31% 13
2021
Q2 		$3.56M Buy
26,390
+2,075
+9% +$281K 2.22% 14
2021
Q1 		$3.29M Buy
+24,315
New +$3.17M 3.14% 6

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

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

Ridgecrest Wealth Partners increased its Procter & Gamble (PG) stake by 1.9% in Q1 2026, buying an estimated $63.5K and bringing the position to 22,598 shares worth $3.26M. The position accounts for 1.8% of the portfolio, ranked #13.

Ridgecrest Wealth Partners first reported a position in PG in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.65M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Ridgecrest Wealth Partners held 22,598 shares of Procter & Gamble worth $3.26M as of Q1 2026.
  • Ridgecrest Wealth Partners bought 419 Procter & Gamble shares in Q1 2026, an estimated $63.5K.
  • Procter & Gamble made up 1.8% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #13 holding.
  • Ridgecrest Wealth Partners first reported a position in Procter & Gamble in Q1 2021 and has held it in 21 quarters since.
  • Ridgecrest Wealth Partners's Procter & Gamble position peaked at $5.65M in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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