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Schneider Downs Wealth Management Advisors’s Procter & Gamble PG Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$245K Sell
1,698
-106
-6% -$16.1K 0.03% 140
2025
Q4 		$259K Buy
1,804
+2
+0.1% +$295 0.03% 134
2025
Q3 		$277K Buy
1,802
+296
+20% +$46.2K 0.03% 127
2025
Q2 		$240K Sell
1,506
-144
-9% -$23.5K 0.04% 132
2025
Q1 		$281K Buy
1,650
+110
+7% +$18.4K 0.05% 117
2024
Q4 		$258K Sell
1,540
-172
-10% -$29.3K 0.05% 120
2024
Q3 		$297K Sell
1,712
-1
-0.1% -$170 0.06% 111
2024
Q2 		$283K Sell
1,713
-205
-11% -$33.5K 0.06% 103
2024
Q1 		$311K Buy
+1,918
New +$301K 0.07% 101
2022
Q4 		– Sell
-2,380
Closed -$300K – 144
2022
Q3 		$300K Sell
2,380
-207
-8% -$29.4K 0.09% 90
2022
Q2 		$372K Buy
2,587
+246
+11% +$37K 0.1% 84
2022
Q1 		$358K Sell
2,341
-300
-11% -$46.9K 0.09% 94
2021
Q4 		$432K Sell
2,641
-640
-20% -$95K 0.1% 90
2021
Q3 		$459K Buy
3,281
+662
+25% +$93.8K 0.12% 82
2021
Q2 		$353K Buy
2,619
+15
+0.6% +$2.03K 0.09% 88
2021
Q1 		$353K Buy
2,604
+859
+49% +$112K 0.09% 81
2020
Q4 		$243K Sell
1,745
-1,082
-38% -$151K 0.07% 81
2020
Q3 		$393K Buy
2,827
+505
+22% +$67K 0.13% 54
2020
Q2 		$278K Hold
2,322
– – 0.1% 70
2020
Q1 		$255K Buy
+2,322
New +$279K 0.09% 71

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

Schneider Downs Wealth Management Advisors's PG Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Procter & Gamble (PG) stake by 5.9% in Q1 2026, selling an estimated $16.1K and leaving 1,698 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #140.

Schneider Downs Wealth Management Advisors first reported a position in PG in Q1 2020 and has held it in 20 quarters since. The position peaked at $459K in Q3 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 1,698 shares of Procter & Gamble worth $245K as of Q1 2026.
  • Schneider Downs Wealth Management Advisors sold 106 Procter & Gamble shares in Q1 2026, an estimated $16.1K.
  • Procter & Gamble made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #140 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Procter & Gamble in Q1 2020 and has held it in 20 quarters since.
  • Schneider Downs Wealth Management Advisors's Procter & Gamble position peaked at $459K in Q3 2021.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.