Sagespring Wealth Partners’s Procter & Gamble PG Stock Holding History

Sagespring Wealth 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	$4.72M	Sell	32,694 -6,086	-16%	-$923K	0.09%	119
2025 Q4	$5.56M	Sell	38,780 -8,981	-19%	-$1.32M	0.1%	102
2025 Q3	$7.34M	Sell	47,761 -3,127	-6%	-$488K	0.14%	82
2025 Q2	$8.11M	Buy	50,888 +239	+0.5%	+$39K	0.17%	73
2025 Q1	$8.63M	Buy	50,649 +4,596	+10%	+$770K	0.22%	57
2024 Q4	$7.72M	Buy	+46,053	New	+$7.84M	0.2%	56

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

Sagespring Wealth Partners's PG Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Procter & Gamble (PG) stake by 16% in Q1 2026, selling an estimated $923K and leaving 32,694 shares worth $4.72M. The position accounts for 0.09% of the portfolio, ranked #119.

Sagespring Wealth Partners first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.63M in Q1 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Sagespring Wealth Partners held 32,694 shares of Procter & Gamble worth $4.72M as of Q1 2026.
Sagespring Wealth Partners sold 6,086 Procter & Gamble shares in Q1 2026, an estimated $923K.
Procter & Gamble made up 0.09% of Sagespring Wealth Partners's portfolio in Q1 2026, its #119 holding.
Sagespring Wealth Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Procter & Gamble position peaked at $8.63M in Q1 2025.
3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.