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

Sterling 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	$955K	Sell	6,610 -54	-0.8%	-$8.19K	0.26%	43
2025 Q4	$955K	Sell	6,664 -4,047	-38%	-$597K	0.27%	43
2025 Q3	$1.65M	Buy	10,711 +387	+4%	+$60.4K	0.5%	33
2025 Q2	$1.64M	Buy	+10,324	New	+$1.69M	0.56%	31
2024 Q4	$843K	Sell	5,030 -38	-0.7%	-$6.47K	0.31%	42
2024 Q3	$878K	Buy	5,068 +238	+5%	+$40.4K	0.33%	42
2024 Q2	$797K	Hold	4,830	–	–	0.38%	40
2024 Q1	$784K	Hold	4,830	–	–	0.39%	37
2023 Q4	$708K	Buy	+4,830	New	+$715K	0.4%	36

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sterling Wealth Management's PG Position: Q1 2026 in Review

Sterling Wealth Management reduced its Procter & Gamble (PG) stake by 0.81% in Q1 2026, selling an estimated $8.19K and leaving 6,610 shares worth $955K. The position accounts for 0.26% of the portfolio, ranked #43.

Sterling Wealth Management first reported a position in PG in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.65M in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Sterling Wealth Management held 6,610 shares of Procter & Gamble worth $955K as of Q1 2026.
Sterling Wealth Management sold 54 Procter & Gamble shares in Q1 2026, an estimated $8.19K.
Procter & Gamble made up 0.26% of Sterling Wealth Management's portfolio in Q1 2026, its #43 holding.
Sterling Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Procter & Gamble position peaked at $1.65M in Q3 2025.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.