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Sagace Wealth Management’s Procter & Gamble PG Stock Holding History

Sagace Wealth Management’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 		$305K Sell
2,113
-48
-2% -$7.28K 0.2% 58
2025
Q4 		$310K Buy
2,161
+32
+2% +$4.72K 0.21% 54
2025
Q3 		$327K Sell
2,129
-459
-18% -$71.7K 0.22% 54
2025
Q2 		$412K Sell
2,588
-9
-0.3% -$1.47K 0.31% 47
2025
Q1 		$443K Buy
2,597
+39
+2% +$6.53K 0.33% 48
2024
Q4 		$429K Sell
2,558
-159
-6% -$27.1K 0.32% 51
2024
Q3 		$469K Buy
+2,717
New +$461K 0.36% 44

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

Sagace Wealth Management's PG Position: Q1 2026 in Review

Sagace Wealth Management reduced its Procter & Gamble (PG) stake by 2.2% in Q1 2026, selling an estimated $7.28K and leaving 2,113 shares worth $305K. The position accounts for 0.2% of the portfolio, ranked #58.

Sagace Wealth Management first reported a position in PG in Q3 2024 and has held it in 7 quarters since. The position peaked at $469K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Sagace Wealth Management held 2,113 shares of Procter & Gamble worth $305K as of Q1 2026.
  • Sagace Wealth Management sold 48 Procter & Gamble shares in Q1 2026, an estimated $7.28K.
  • Procter & Gamble made up 0.2% of Sagace Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Sagace Wealth Management first reported a position in Procter & Gamble in Q3 2024 and has held it in 7 quarters since.
  • Sagace Wealth Management's Procter & Gamble position peaked at $469K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.