SWTS
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Stonehaven Wealth & Tax Solutions’s Procter & Gamble PG Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$262K Sell
1,811
-76
-4% -$11.5K 0.23% 69
2025
Q4 		$270K Sell
1,887
-141
-7% -$20.8K 0.24% 60
2025
Q3 		$312K Buy
2,028
+1
+0% +$156 0.29% 53
2025
Q2 		$323K Sell
2,027
-196
-9% -$32K 0.32% 49
2025
Q1 		$379K Buy
2,223
+79
+4% +$13.2K 0.4% 40
2024
Q4 		$359K Buy
+2,144
New +$365K 0.39% 59

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

Stonehaven Wealth & Tax Solutions's PG Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its Procter & Gamble (PG) stake by 4% in Q1 2026, selling an estimated $11.5K and leaving 1,811 shares worth $262K. The position accounts for 0.23% of the portfolio, ranked #69.

Stonehaven Wealth & Tax Solutions first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $379K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 1,811 shares of Procter & Gamble worth $262K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions sold 76 Procter & Gamble shares in Q1 2026, an estimated $11.5K.
  • Procter & Gamble made up 0.23% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #69 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Stonehaven Wealth & Tax Solutions's Procter & Gamble position peaked at $379K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.