SFP
PG icon

Sandbox Financial Partners’s Procter & Gamble PG Stock Holding History

Sandbox Financial 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 		$283K Sell
1,961
-148
-7% -$22.4K 0.08% 97
2025
Q4 		$302K Buy
2,109
+13
+0.6% +$1.92K 0.08% 91
2025
Q3 		$322K Sell
2,096
-756
-27% -$118K 0.09% 92
2025
Q2 		$454K Buy
2,852
+10
+0.4% +$1.63K 0.14% 72
2025
Q1 		$484K Sell
2,842
-149
-5% -$25K 0.17% 66
2024
Q4 		$501K Buy
2,991
+62
+2% +$10.6K 0.17% 65
2024
Q3 		$507K Buy
2,929
+15
+0.5% +$2.55K 0.18% 63
2024
Q2 		$481K Sell
2,914
-2
-0.1% -$327 0.18% 64
2024
Q1 		$473K Buy
2,916
+12
+0.4% +$1.88K 0.2% 63
2023
Q4 		$426K Buy
2,904
+30
+1% +$4.44K 0.2% 61
2023
Q3 		$419K Buy
2,874
+12
+0.4% +$1.83K 0.22% 59
2023
Q2 		$434K Sell
2,862
-14
-0.5% -$2.11K 0.23% 58
2023
Q1 		$428K Buy
2,876
+83
+3% +$11.9K 0.26% 54
2022
Q4 		$423K Buy
2,793
+450
+19% +$63.1K 0.29% 45
2022
Q3 		$296K Buy
2,343
+274
+13% +$38.9K 0.22% 58
2022
Q2 		$297K Buy
2,069
+132
+7% +$19.8K 0.21% 61
2022
Q1 		$296K Sell
1,937
-69
-3% -$10.8K 0.17% 67
2021
Q4 		$328K Sell
2,006
-279
-12% -$41.4K 0.21% 62
2021
Q3 		$319K Buy
+2,285
New +$324K 0.23% 62

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

Sandbox Financial Partners's PG Position: Q1 2026 in Review

Sandbox Financial Partners reduced its Procter & Gamble (PG) stake by 7% in Q1 2026, selling an estimated $22.4K and leaving 1,961 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #97.

Sandbox Financial Partners first reported a position in PG in Q3 2021 and has held it in 19 quarters since. The position peaked at $507K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Sandbox Financial Partners held 1,961 shares of Procter & Gamble worth $283K as of Q1 2026.
  • Sandbox Financial Partners sold 148 Procter & Gamble shares in Q1 2026, an estimated $22.4K.
  • Procter & Gamble made up 0.08% of Sandbox Financial Partners's portfolio in Q1 2026, its #97 holding.
  • Sandbox Financial Partners first reported a position in Procter & Gamble in Q3 2021 and has held it in 19 quarters since.
  • Sandbox Financial Partners's Procter & Gamble position peaked at $507K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.