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Stiles Financial Services’s Procter & Gamble PG Stock Holding History

Stiles Financial Services’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 		$3.5M Sell
24,217
-552
-2% -$83.7K 1.07% 24
2025
Q4 		$3.55M Sell
24,769
-115
-0.5% -$17K 1.09% 22
2025
Q3 		$3.82M Buy
24,884
+928
+4% +$145K 1.21% 18
2025
Q2 		$3.82M Buy
23,956
+943
+4% +$154K 1.32% 13
2025
Q1 		$3.92M Buy
23,013
+374
+2% +$62.6K 1.51% 10
2024
Q4 		$3.8M Buy
22,639
+116
+0.5% +$19.8K 1.37% 11
2024
Q3 		$3.9M Buy
22,523
+445
+2% +$75.5K 1.37% 13
2024
Q2 		$3.64M Buy
22,078
+240
+1% +$39.2K 1.4% 13
2024
Q1 		$3.54M Buy
21,838
+334
+2% +$52.4K 1.42% 15
2023
Q4 		$3.15M Buy
21,504
+495
+2% +$73.3K 1.43% 14
2023
Q3 		$3.06M Sell
21,009
-459
-2% -$70.1K 1.59% 11
2023
Q2 		$3.26M Sell
21,468
-644
-3% -$97.1K 1.62% 11
2023
Q1 		$3.29M Sell
22,112
-224
-1% -$32K 1.77% 9
2022
Q4 		$3.39M Sell
22,336
-9
-0% -$1.26K 1.94% 6
2022
Q3 		$2.82M Buy
22,345
+492
+2% +$69.9K 1.71% 14
2022
Q2 		$3.14M Buy
21,853
+260
+1% +$39.1K 1.89% 10
2022
Q1 		$3.31M Buy
21,593
+580
+3% +$90.7K 1.66% 11
2021
Q4 		$3.44M Buy
+21,013
New +$3.12M 1.66% 12

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

Stiles Financial Services's PG Position: Q1 2026 in Review

Stiles Financial Services reduced its Procter & Gamble (PG) stake by 2.2% in Q1 2026, selling an estimated $83.7K and leaving 24,217 shares worth $3.5M. The position accounts for 1.07% of the portfolio, ranked #24.

Stiles Financial Services first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.92M in Q1 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Stiles Financial Services held 24,217 shares of Procter & Gamble worth $3.5M as of Q1 2026.
  • Stiles Financial Services sold 552 Procter & Gamble shares in Q1 2026, an estimated $83.7K.
  • Procter & Gamble made up 1.07% of Stiles Financial Services's portfolio in Q1 2026, its #24 holding.
  • Stiles Financial Services first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Procter & Gamble position peaked at $3.92M in Q1 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.