SHF
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Safe Harbor Fiduciary’s Procter & Gamble PG Stock Holding History

Safe Harbor Fiduciary’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
-571
Closed -$81.8K – 151
2025
Q4 		$81.8K Buy
+571
New +$84.2K 0.07% 80
2025
Q2 		$489K Buy
3,071
+137
+5% +$22.4K 0.46% 45
2025
Q1 		$500K Sell
2,934
-14
-0.5% -$2.35K 0.52% 40
2024
Q4 		$494K Buy
2,948
+100
+4% +$17K 0.5% 39
2024
Q3 		$493K Buy
+2,848
New +$483K 0.46% 42

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

Safe Harbor Fiduciary's PG Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 571 shares — an estimated $81.8K sold.

Safe Harbor Fiduciary first reported a position in PG in Q3 2024 and held it in 5 quarters. The position peaked at $500K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 571 Procter & Gamble shares in Q1 2026, an estimated $81.8K.
  • Safe Harbor Fiduciary first reported a position in Procter & Gamble in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Procter & Gamble position peaked at $500K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.