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Sonoma Private Wealth’s Procter & Gamble PG Stock Holding History

Sonoma Private 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 		– Sell
-1,757
Closed -$252K – 74
2025
Q4 		$252K Buy
1,757
+6
+0.3% +$885 0.3% 66
2025
Q3 		$269K Sell
1,751
-6,927
-80% -$1.08M 0.32% 64
2025
Q2 		$1.38M Sell
8,678
-203
-2% -$33.1K 1.7% 12
2025
Q1 		$1.51M Buy
8,881
+689
+8% +$115K 2.1% 10
2024
Q4 		$1.37M Sell
8,192
-53
-0.6% -$9.03K 2.22% 11
2024
Q3 		$1.43M Sell
8,245
-18
-0.2% -$3.06K 2.22% 9
2024
Q2 		$1.36M Sell
8,263
-48
-0.6% -$7.85K 2.21% 8
2024
Q1 		$1.35M Buy
8,311
+121
+1% +$19K 2.17% 9
2023
Q4 		$1.2M Sell
8,190
-495
-6% -$73.3K 1.99% 10
2023
Q3 		$1.27M Buy
8,685
+120
+1% +$18.3K 2.31% 10
2023
Q2 		$1.3M Buy
8,565
+317
+4% +$47.8K 2.27% 10
2023
Q1 		$1.23M Buy
8,248
+535
+7% +$76.5K 2.44% 6
2022
Q4 		$1.17M Buy
+7,713
New +$1.08M 2.58% 7

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

Sonoma Private Wealth's PG Position: Q1 2026 in Review

Sonoma Private Wealth sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,757 shares — an estimated $252K sold.

Sonoma Private Wealth first reported a position in PG in Q4 2022 and held it in 13 quarters. The position peaked at $1.51M in Q1 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Sonoma Private Wealth reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Sonoma Private Wealth sold 1,757 Procter & Gamble shares in Q1 2026, an estimated $252K.
  • Sonoma Private Wealth first reported a position in Procter & Gamble in Q4 2022 and held it in 13 quarters.
  • Sonoma Private Wealth's Procter & Gamble position peaked at $1.51M in Q1 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.