Strategic Family Wealth Counselors’s Procter & Gamble PG Stock Holding History

Strategic Family Wealth Counselors’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	-1,540	Closed	-$226K	–	208
2025 Q4	$226K	Buy	+1,540	New	+$227K	0.05%	202
2024 Q4	–	Sell	-1,332	Closed	-$231K	–	142
2024 Q3	$231K	Buy	1,332 +47	+4%	+$7.98K	0.08%	120
2024 Q2	$212K	Hold	1,285	–	–	0.08%	114
2024 Q1	$208K	Sell	1,285 -500	-28%	-$78.4K	0.08%	111
2023 Q4	$262K	Hold	1,785	–	–	0.11%	94
2023 Q3	$260K	Hold	1,785	–	–	0.13%	86
2023 Q2	$271K	Hold	1,785	–	–	0.12%	85
2023 Q1	$265K	Buy	1,785 +397	+29%	+$56.8K	0.13%	84
2022 Q4	$210K	Buy	+1,388	New	+$195K	0.1%	98
2022 Q3	–	Sell	-1,412	Closed	-$203K	–	95
2022 Q2	$203K	Buy	1,412 +101	+8%	+$15.2K	0.1%	92
2022 Q1	$200K	Hold	1,311	–	–	0.08%	98
2021 Q4	$214K	Buy	+1,311	New	+$195K	0.07%	94
2021 Q1	–	Sell	-3,144	Closed	-$437K	–	87
2020 Q4	$437K	Buy	3,144 +70	+2%	+$9.78K	0.23%	54
2020 Q3	$427K	Hold	3,074	–	–	0.24%	50
2020 Q2	$368K	Buy	+3,074	New	+$358K	0.23%	55

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Strategic Family Wealth Counselors's PG Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,540 shares — an estimated $226K sold.

Strategic Family Wealth Counselors first reported a position in PG in Q2 2020 and held it in 15 quarters. The position peaked at $437K in Q4 2020. 4,007 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Strategic Family Wealth Counselors reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
Strategic Family Wealth Counselors sold 1,540 Procter & Gamble shares in Q1 2026, an estimated $226K.
Strategic Family Wealth Counselors first reported a position in Procter & Gamble in Q2 2020 and held it in 15 quarters.
Strategic Family Wealth Counselors's Procter & Gamble position peaked at $437K in Q4 2020.
4,007 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.