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

Shepherd 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 		$607K Buy
4,232
+2,717
+179% +$412K 0.45% 24
2025
Q4 		$219K Buy
1,515
+7
+0.5% +$1.03K 0.15% 42
2025
Q3 		$221K Buy
1,508
+6
+0.4% +$937 0.15% 41
2025
Q2 		$231K Sell
1,502
-89
-6% -$14.5K 0.16% 45
2025
Q1 		$271K Sell
1,591
-4,017
-72% -$673K 0.28% 29
2024
Q4 		$940K Buy
+5,608
New +$955K 0.92% 26

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 Wealth Management's PG Position: Q1 2026 in Review

Shepherd Wealth Management increased its Procter & Gamble (PG) stake by 179% in Q1 2026, buying an estimated $412K and bringing the position to 4,232 shares worth $607K. The position accounts for 0.45% of the portfolio, ranked #24.

Shepherd Wealth Management first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $940K in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Shepherd Wealth Management held 4,232 shares of Procter & Gamble worth $607K as of Q1 2026.
  • Shepherd Wealth Management bought 2,717 Procter & Gamble shares in Q1 2026, an estimated $412K.
  • Procter & Gamble made up 0.45% of Shepherd Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Shepherd Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Shepherd Wealth Management's Procter & Gamble position peaked at $940K in Q4 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.