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Simplicity Wealth’s Procter & Gamble PG Stock Holding History

Simplicity Wealth’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 		$7.63M Buy
52,795
+4,840
+10% +$734K 0.43% 50
2025
Q4 		$6.87M Sell
47,955
-2,685
-5% -$396K 0.41% 53
2025
Q3 		$7.78M Sell
50,640
-53,204
-51% -$8.31M 0.45% 43
2025
Q2 		$16.5M Buy
103,844
+47,288
+84% +$7.72M 0.69% 26
2025
Q1 		$9.64M Buy
56,556
+40,781
+259% +$6.83M 0.75% 22
2024
Q4 		$2.64M Sell
15,775
-15,745
-50% -$2.68M 0.55% 35
2024
Q3 		$5.46M Sell
31,520
-81,548
-72% -$13.8M 0.51% 43
2024
Q2 		$18.6M Buy
113,068
+3,930
+4% +$642K 0.42% 38
2024
Q1 		$17.7M Buy
109,138
+99,649
+1,050% +$15.6M 0.42% 40
2023
Q4 		$1.39M Buy
9,489
+3,579
+61% +$530K 0.54% 34
2023
Q3 		$862K Buy
5,910
+799
+16% +$122K 0.5% 31
2023
Q2 		$776K Buy
5,111
+63
+1% +$9.5K 0.48% 35
2023
Q1 		$751K Sell
5,048
-107
-2% -$15.3K 0.5% 33
2022
Q4 		$781K Buy
5,155
+243
+5% +$34.1K 0.69% 23
2022
Q3 		$620K Buy
4,912
+114
+2% +$16.2K 0.83% 39
2022
Q2 		$690K Hold
4,798
– – 1.01% 31
2022
Q1 		$733K Buy
+4,798
New +$751K 0.71% 37

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

Simplicity Wealth's PG Position: Q1 2026 in Review

Simplicity Wealth increased its Procter & Gamble (PG) stake by 10% in Q1 2026, buying an estimated $734K and bringing the position to 52,795 shares worth $7.63M. The position accounts for 0.43% of the portfolio, ranked #50.

Simplicity Wealth first reported a position in PG in Q1 2022 and has held it in 17 quarters since. The position peaked at $18.6M in Q2 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Simplicity Wealth held 52,795 shares of Procter & Gamble worth $7.63M as of Q1 2026.
  • Simplicity Wealth bought 4,840 Procter & Gamble shares in Q1 2026, an estimated $734K.
  • Procter & Gamble made up 0.43% of Simplicity Wealth's portfolio in Q1 2026, its #50 holding.
  • Simplicity Wealth first reported a position in Procter & Gamble in Q1 2022 and has held it in 17 quarters since.
  • Simplicity Wealth's Procter & Gamble position peaked at $18.6M in Q2 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.