RWB
PG icon

RMR Wealth Builders’s Procter & Gamble PG Stock Holding History

RMR Wealth Builders’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 		$689K Sell
4,767
-12,909
-73% -$1.96M 0.05% 144
2025
Q4 		$2.53M Buy
17,676
+1,421
+9% +$210K 0.2% 72
2025
Q3 		$2.5M Sell
16,255
-70
-0.4% -$10.9K 0.21% 62
2025
Q2 		$2.6M Buy
16,325
+1,895
+13% +$309K 0.24% 55
2025
Q1 		$2.46M Buy
14,430
+1,346
+10% +$225K 0.26% 49
2024
Q4 		$2.19M Buy
13,084
+909
+7% +$155K 0.23% 59
2024
Q3 		$2.11M Buy
12,175
+183
+2% +$31.1K 0.22% 57
2024
Q2 		$1.98M Buy
11,992
+883
+8% +$144K 0.23% 56
2024
Q1 		$1.8M Buy
11,109
+1,769
+19% +$277K 0.22% 56
2023
Q4 		$1.37M Buy
9,340
+613
+7% +$90.8K 0.19% 64
2023
Q3 		$1.27M Buy
8,727
+2,971
+52% +$454K 0.2% 58
2023
Q2 		$873K Buy
5,756
+3
+0.1% +$452 0.15% 69
2023
Q1 		$855K Buy
5,753
+225
+4% +$32.2K 0.16% 71
2022
Q4 		$838K Buy
5,528
+15
+0.3% +$2.1K 0.19% 66
2022
Q3 		$696K Sell
5,513
-68
-1% -$9.66K 0.17% 70
2022
Q2 		$802K Buy
5,581
+1,530
+38% +$230K 0.2% 72
2022
Q1 		$619K Buy
4,051
+1,010
+33% +$158K 0.13% 105
2021
Q4 		$497K Buy
3,041
+463
+18% +$68.7K 0.14% 67
2021
Q3 		$360K Sell
2,578
-619
-19% -$87.7K 0.11% 120
2021
Q2 		$431K Sell
3,197
-1,007
-24% -$136K 0.14% 107
2021
Q1 		$569K Buy
4,204
+2,177
+107% +$284K 0.15% 92
2020
Q4 		$282K Sell
2,027
-4,211
-68% -$589K 0.14% 115
2020
Q3 		$867K Buy
6,238
+4,794
+332% +$636K 0.23% 74
2020
Q2 		$173K Buy
+1,444
New +$168K 0.15% 124
2019
Q4 		$173K Buy
+1,387
New +$170K 0.17% 126

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

RMR Wealth Builders's PG Position: Q1 2026 in Review

RMR Wealth Builders reduced its Procter & Gamble (PG) stake by 73% in Q1 2026, selling an estimated $1.96M and leaving 4,767 shares worth $689K. The position accounts for 0.05% of the portfolio, ranked #144.

RMR Wealth Builders first reported a position in PG in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.6M in Q2 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • RMR Wealth Builders held 4,767 shares of Procter & Gamble worth $689K as of Q1 2026.
  • RMR Wealth Builders sold 12,909 Procter & Gamble shares in Q1 2026, an estimated $1.96M.
  • Procter & Gamble made up 0.05% of RMR Wealth Builders's portfolio in Q1 2026, its #144 holding.
  • RMR Wealth Builders first reported a position in Procter & Gamble in Q4 2019 and has held it in 25 quarters since.
  • RMR Wealth Builders's Procter & Gamble position peaked at $2.6M in Q2 2025.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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