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RVW Wealth’s Procter & Gamble PG Stock Holding History

RVW Wealth’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 		– Sell
-1,510
Closed -$216K – 186
2025
Q4 		$216K Buy
+1,510
New +$223K 0.02% 170
2025
Q3 		– Sell
-1,323
Closed -$211K – 179
2025
Q2 		$211K Sell
1,323
-133
-9% -$21.7K 0.02% 161
2025
Q1 		$248K Buy
1,456
+226
+18% +$37.9K 0.02% 147
2024
Q4 		$206K Hold
1,230
– – 0.02% 140
2024
Q3 		$213K Buy
+1,230
New +$209K 0.02% 146
2023
Q4 		– Sell
-529
Closed -$77.2K – 304
2023
Q3 		$77.2K Buy
+529
New +$80.8K 0.01% 195

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

RVW Wealth's PG Position: Q1 2026 in Review

RVW Wealth sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,510 shares — an estimated $216K sold.

RVW Wealth first reported a position in PG in Q3 2023 and held it in 6 quarters. The position peaked at $248K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • RVW Wealth reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • RVW Wealth sold 1,510 Procter & Gamble shares in Q1 2026, an estimated $216K.
  • RVW Wealth first reported a position in Procter & Gamble in Q3 2023 and held it in 6 quarters.
  • RVW Wealth's Procter & Gamble position peaked at $248K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on RVW Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.