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Signature Wealth Management Group’s Procter & Gamble PG Stock Holding History

Signature Wealth Management Group’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 		$5.26M Buy
36,389
+6,556
+22% +$994K 2% 17
2025
Q4 		$4.28M Buy
29,833
+27,876
+1,424% +$4.11M 1.74% 23
2025
Q3 		$301K Sell
1,957
-162
-8% -$25.3K 0.12% 100
2025
Q2 		$338K Buy
2,119
+4
+0.2% +$653 0.13% 95
2025
Q1 		$360K Buy
2,115
+173
+9% +$29K 0.14% 94
2024
Q4 		$326K Sell
1,942
-67
-3% -$11.4K 0.13% 96
2024
Q3 		$348K Sell
2,009
-65
-3% -$11K 0.14% 91
2024
Q2 		$342K Buy
2,074
+80
+4% +$13.1K 0.15% 91
2024
Q1 		$315K Sell
1,994
-5
-0.3% -$784 0.14% 94
2023
Q4 		$293K Buy
+1,999
New +$296K 0.14% 92
2023
Q2 		$297K Buy
1,954
+132
+7% +$19.9K 0.14% 89
2023
Q1 		$271K Buy
+1,822
New +$260K 0.13% 88
2020
Q1 		– Sell
-1,619
Closed -$202K – 78
2019
Q4 		$202K Hold
1,619
– – 0.13% 79
2019
Q3 		$201K Buy
+1,619
New +$191K 0.13% 76
2019
Q1 		– Sell
-3,121
Closed -$287K – 75
2018
Q4 		$287K Sell
3,121
-33,597
-92% -$3M 0.22% 71
2018
Q3 		$3.24M Buy
36,718
+1,485
+4% +$121K 2.4% 10
2018
Q2 		$2.75M Buy
35,233
+674
+2% +$50.7K 2.04% 24
2018
Q1 		$2.74M Buy
34,559
+1,409
+4% +$117K 2.11% 23
2017
Q4 		$3.05M Buy
+33,150
New +$2.98M 2.23% 18

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Signature Wealth Management Group's PG Position: Q1 2026 in Review

Signature Wealth Management Group increased its Procter & Gamble (PG) stake by 22% in Q1 2026, buying an estimated $994K and bringing the position to 36,389 shares worth $5.26M. The position accounts for 2% of the portfolio, ranked #17.

Signature Wealth Management Group first reported a position in PG in Q4 2017 and has held it in 19 quarters since. 4,008 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Signature Wealth Management Group held 36,389 shares of Procter & Gamble worth $5.26M as of Q1 2026.
  • Signature Wealth Management Group bought 6,556 Procter & Gamble shares in Q1 2026, an estimated $994K.
  • Procter & Gamble made up 2% of Signature Wealth Management Group's portfolio in Q1 2026, its #17 holding.
  • Signature Wealth Management Group first reported a position in Procter & Gamble in Q4 2017 and has held it in 19 quarters since.
  • 4,008 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.