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Sard Wealth Management Group’s Procter & Gamble PG Stock Holding History

Sard Wealth Management Group’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 		$1.54M Buy
10,670
+52
+0.5% +$7.88K 0.84% 17
2025
Q4 		$1.52M Sell
10,618
-257
-2% -$37.9K 0.84% 16
2025
Q3 		$1.67M Sell
10,875
-36
-0.3% -$5.62K 0.95% 16
2025
Q2 		$1.74M Sell
10,911
-103
-0.9% -$16.8K 1.07% 16
2025
Q1 		$1.88M Sell
11,014
-489
-4% -$81.9K 1.26% 13
2024
Q4 		$1.93M Sell
11,503
-54
-0.5% -$9.2K 1.3% 13
2024
Q3 		$2M Sell
11,557
-118
-1% -$20K 1.32% 13
2024
Q2 		$1.93M Buy
11,675
+8
+0.1% +$1.31K 1.35% 13
2024
Q1 		$1.89M Sell
11,667
-251
-2% -$39.4K 1.71% 11
2023
Q4 		$1.75M Buy
+11,918
New +$1.77M 1.76% 12

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

Sard Wealth Management Group's PG Position: Q1 2026 in Review

Sard Wealth Management Group increased its Procter & Gamble (PG) stake by 0.49% in Q1 2026, buying an estimated $7.88K and bringing the position to 10,670 shares worth $1.54M. The position accounts for 0.84% of the portfolio, ranked #17.

Sard Wealth Management Group first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Sard Wealth Management Group held 10,670 shares of Procter & Gamble worth $1.54M as of Q1 2026.
  • Sard Wealth Management Group bought 52 Procter & Gamble shares in Q1 2026, an estimated $7.88K.
  • Procter & Gamble made up 0.84% of Sard Wealth Management Group's portfolio in Q1 2026, its #17 holding.
  • Sard Wealth Management Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Sard Wealth Management Group's Procter & Gamble position peaked at $2M in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.