Ruggaard & Associates’s Procter & Gamble PG Stock Holding History

Ruggaard & Associates’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	$418K	Hold	2,897	–	–	0.17%	78
2025 Q4	$415K	Sell	2,897 -790	-21%	-$116K	0.16%	76
2025 Q3	$567K	Sell	3,687 -20	-0.5%	-$3.12K	0.21%	60
2025 Q2	$591K	Sell	3,707 -34	-0.9%	-$5.55K	0.24%	56
2025 Q1	$638K	Hold	3,741	–	–	0.28%	50
2024 Q4	$627K	Sell	3,741 -215	-5%	-$36.6K	0.28%	47
2024 Q3	$685K	Hold	3,956	–	–	0.3%	42
2024 Q2	$652K	Sell	3,956 -115	-3%	-$18.8K	0.3%	46
2024 Q1	$661K	Sell	4,071 -7	-0.2%	-$1.1K	0.31%	43
2023 Q4	$598K	Sell	4,078 -20	-0.5%	-$2.96K	0.32%	46
2023 Q3	$598K	Hold	4,098	–	–	0.36%	39
2023 Q2	$622K	Buy	4,098 +141	+4%	+$21.3K	0.36%	36
2023 Q1	$588K	Buy	+3,957	New	+$566K	0.36%	37

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ruggaard & Associates's PG Position: Q1 2026 in Review

Ruggaard & Associates held its Procter & Gamble (PG) position steady in Q1 2026 at 2,897 shares worth $418K. The position accounts for 0.17% of the portfolio, ranked #78.

Ruggaard & Associates first reported a position in PG in Q1 2023 and has held it in 13 quarters since. The position peaked at $685K in Q3 2024. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Ruggaard & Associates held 2,897 shares of Procter & Gamble worth $418K as of Q1 2026.
Ruggaard & Associates left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.17% of Ruggaard & Associates's portfolio in Q1 2026, its #78 holding.
Ruggaard & Associates first reported a position in Procter & Gamble in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's Procter & Gamble position peaked at $685K in Q3 2024.
3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.