Sendero Wealth Management’s Procter & Gamble PG Stock Holding History

Sendero Wealth Management’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	$2M	Sell	13,865 -1,486	-10%	-$225K	0.22%	68
2025 Q4	$2.2M	Sell	15,351 -148	-1%	-$21.8K	0.24%	64
2025 Q3	$2.38M	Sell	15,499 -18	-0.1%	-$2.81K	0.28%	62
2025 Q2	$2.47M	Buy	15,517 +94	+0.6%	+$15.3K	0.31%	62
2025 Q1	$2.63M	Sell	15,423 -110	-0.7%	-$18.4K	0.36%	56
2024 Q4	$2.6M	Buy	15,533 +148	+1%	+$25.2K	0.39%	53
2024 Q3	$2.66M	Sell	15,385 -1,318	-8%	-$224K	0.42%	47
2024 Q2	$2.75M	Buy	16,703 +84	+0.5%	+$13.7K	0.46%	43
2024 Q1	$2.7M	Buy	16,619 +116	+0.7%	+$18.2K	0.46%	48
2023 Q4	$2.42M	Sell	16,503 -902	-5%	-$134K	0.46%	49
2023 Q3	$2.54M	Hold	17,405	–	–	0.54%	37
2023 Q2	$2.64M	Buy	+17,405	New	+$2.62M	0.58%	38

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

Sendero Wealth Management's PG Position: Q1 2026 in Review

Sendero Wealth Management reduced its Procter & Gamble (PG) stake by 9.7% in Q1 2026, selling an estimated $225K and leaving 13,865 shares worth $2M. The position accounts for 0.22% of the portfolio, ranked #68.

Sendero Wealth Management first reported a position in PG in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.75M in Q2 2024. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Sendero Wealth Management held 13,865 shares of Procter & Gamble worth $2M as of Q1 2026.
Sendero Wealth Management sold 1,486 Procter & Gamble shares in Q1 2026, an estimated $225K.
Procter & Gamble made up 0.22% of Sendero Wealth Management's portfolio in Q1 2026, its #68 holding.
Sendero Wealth Management first reported a position in Procter & Gamble in Q2 2023 and has held it in 12 quarters since.
Sendero Wealth Management's Procter & Gamble position peaked at $2.75M in Q2 2024.
3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.