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Root Financial Partners’s Procter & Gamble PG Stock Holding History

Root Financial 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 		$922K Buy
6,381
+1,224
+24% +$186K 0.04% 110
2025
Q4 		$739K Buy
5,157
+266
+5% +$39.2K 0.04% 123
2025
Q3 		$751K Buy
4,891
+881
+22% +$138K 0.05% 104
2025
Q2 		$639K Buy
4,010
+1,302
+48% +$213K 0.06% 101
2025
Q1 		$462K Buy
2,708
+116
+4% +$19.4K 0.05% 120
2024
Q4 		$435K Sell
2,592
-748
-22% -$127K 0.05% 125
2024
Q3 		$578K Buy
+3,340
New +$567K 0.09% 83
2024
Q2 		– Sell
-1,260
Closed -$204K – 116
2024
Q1 		$204K Buy
+1,260
New +$198K 0.06% 93

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

Root Financial Partners's PG Position: Q1 2026 in Review

Root Financial Partners increased its Procter & Gamble (PG) stake by 24% in Q1 2026, buying an estimated $186K and bringing the position to 6,381 shares worth $922K. The position accounts for 0.04% of the portfolio, ranked #110.

Root Financial Partners first reported a position in PG in Q1 2024 and has held it in 8 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Root Financial Partners held 6,381 shares of Procter & Gamble worth $922K as of Q1 2026.
  • Root Financial Partners bought 1,224 Procter & Gamble shares in Q1 2026, an estimated $186K.
  • Procter & Gamble made up 0.04% of Root Financial Partners's portfolio in Q1 2026, its #110 holding.
  • Root Financial Partners first reported a position in Procter & Gamble in Q1 2024 and has held it in 8 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.