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

Shepherd 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 		$2.64M Sell
18,261
-468
-2% -$71K 0.25% 69
2025
Q4 		$2.68M Sell
18,729
-368
-2% -$54.3K 0.25% 68
2025
Q3 		$2.93M Sell
19,097
-3
-0% -$469 0.28% 66
2025
Q2 		$3.04M Buy
19,100
+389
+2% +$63.5K 0.32% 57
2025
Q1 		$3.19M Buy
18,711
+517
+3% +$86.6K 0.37% 54
2024
Q4 		$3.05M Buy
18,194
+245
+1% +$41.7K 0.36% 47
2024
Q3 		$3.11M Buy
17,949
+494
+3% +$83.9K 0.37% 44
2024
Q2 		$2.88M Buy
17,455
+76
+0.4% +$12.4K 0.37% 45
2024
Q1 		$2.82M Sell
17,379
-2,773
-14% -$435K 0.37% 44
2023
Q4 		$2.95M Buy
20,152
+115
+0.6% +$17K 0.42% 43
2023
Q3 		$2.92M Buy
20,037
+921
+5% +$141K 0.46% 40
2023
Q2 		$2.9M Buy
19,116
+421
+2% +$63.5K 0.45% 39
2023
Q1 		$2.78M Sell
18,695
-71
-0.4% -$10.1K 0.46% 39
2022
Q4 		$2.84M Buy
18,766
+416
+2% +$58.3K 0.51% 38
2022
Q3 		$2.32M Sell
18,350
-4,605
-20% -$654K 0.45% 43
2022
Q2 		$3.3M Buy
22,955
+940
+4% +$141K 0.64% 28
2022
Q1 		$3.37M Sell
22,015
-1,110
-5% -$174K 0.6% 26
2021
Q4 		$3.78M Buy
23,125
+708
+3% +$105K 0.66% 27
2021
Q3 		$3.14M Buy
22,417
+16,028
+251% +$2.27M 0.61% 29
2021
Q2 		$862K Buy
6,389
+9
+0.1% +$1.22K 0.16% 92
2021
Q1 		$864K Buy
6,380
+136
+2% +$17.7K 0.19% 91
2020
Q4 		$870K Sell
6,244
-265
-4% -$37K 0.2% 88
2020
Q3 		$905K Buy
6,509
+33
+0.5% +$4.38K 0.21% 78
2020
Q2 		$774K Sell
6,476
-339
-5% -$39.5K 0.21% 72
2020
Q1 		$750K Buy
6,815
+1,452
+27% +$174K 0.26% 65
2019
Q4 		$668K Sell
5,363
-15
-0.3% -$1.83K 0.16% 84
2019
Q3 		$668K Sell
5,378
-38
-0.7% -$4.49K 0.17% 78
2019
Q2 		$594K Sell
5,416
-592
-10% -$63.1K 0.11% 85
2019
Q1 		$625K Sell
6,008
-704
-10% -$68.5K 0.12% 83
2018
Q4 		$617K Sell
6,712
-750
-10% -$67K 0.13% 78
2018
Q3 		$585K Hold
7,462
– – 0.13% 80
2018
Q2 		$587K Sell
7,462
-501
-6% -$37.7K 0.13% 80
2018
Q1 		$630K Sell
7,963
-1,210
-13% -$101K 0.16% 68
2017
Q4 		$840K Sell
9,173
-493
-5% -$44.3K 0.2% 62
2017
Q3 		$888K Buy
9,666
+1,015
+12% +$92.4K 0.21% 60
2017
Q2 		$752K Sell
8,651
-201
-2% -$17.7K 0.18% 65
2017
Q1 		$796K Buy
8,852
+270
+3% +$23.9K 0.21% 66
2016
Q4 		$723K Buy
+8,582
New +$731K 0.21% 70

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

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

Shepherd Financial Partners reduced its Procter & Gamble (PG) stake by 2.5% in Q1 2026, selling an estimated $71K and leaving 18,261 shares worth $2.64M. The position accounts for 0.25% of the portfolio, ranked #69.

Shepherd Financial Partners first reported a position in PG in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.78M in Q4 2021. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Shepherd Financial Partners held 18,261 shares of Procter & Gamble worth $2.64M as of Q1 2026.
  • Shepherd Financial Partners sold 468 Procter & Gamble shares in Q1 2026, an estimated $71K.
  • Procter & Gamble made up 0.25% of Shepherd Financial Partners's portfolio in Q1 2026, its #69 holding.
  • Shepherd Financial Partners first reported a position in Procter & Gamble in Q4 2016 and has held it in 38 quarters since.
  • Shepherd Financial Partners's Procter & Gamble position peaked at $3.78M in Q4 2021.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.