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

Semus 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 		$643K Buy
4,452
+23
+0.5% +$3.49K 0.36% 51
2025
Q4 		$635K Buy
4,429
+28
+0.6% +$4.13K 0.34% 53
2025
Q3 		$676K Sell
4,401
-75
-2% -$11.7K 0.38% 49
2025
Q2 		$713K Sell
4,476
-76
-2% -$12.4K 0.46% 47
2025
Q1 		$776K Sell
4,552
-3
-0.1% -$502 0.54% 43
2024
Q4 		$764K Sell
4,555
-170
-4% -$29K 0.51% 44
2024
Q3 		$818K Sell
4,725
-541
-10% -$91.8K 0.57% 38
2024
Q2 		$868K Sell
5,266
-224
-4% -$36.6K 0.67% 32
2024
Q1 		$891K Sell
5,490
-364
-6% -$57.1K 0.75% 30
2023
Q4 		$858K Sell
5,854
-83
-1% -$12.3K 0.7% 30
2023
Q3 		$866K Buy
5,937
+19
+0.3% +$2.9K 0.81% 29
2023
Q2 		$898K Sell
5,918
-39
-0.7% -$5.88K 0.82% 25
2023
Q1 		$886K Sell
5,957
-383
-6% -$54.7K 0.95% 21
2022
Q4 		$961K Buy
+6,340
New +$889K 1.17% 15

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

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

Semus Wealth Partners increased its Procter & Gamble (PG) stake by 0.52% in Q1 2026, buying an estimated $3.49K and bringing the position to 4,452 shares worth $643K. The position accounts for 0.36% of the portfolio, ranked #51.

Semus Wealth Partners first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $961K in Q4 2022. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Semus Wealth Partners held 4,452 shares of Procter & Gamble worth $643K as of Q1 2026.
  • Semus Wealth Partners bought 23 Procter & Gamble shares in Q1 2026, an estimated $3.49K.
  • Procter & Gamble made up 0.36% of Semus Wealth Partners's portfolio in Q1 2026, its #51 holding.
  • Semus Wealth Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Semus Wealth Partners's Procter & Gamble position peaked at $961K in Q4 2022.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.