SWIG
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Strategic Wealth Investment Group’s Procter & Gamble PG Stock Holding History

Strategic Wealth Investment Group’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 		$10.3M Buy
71,552
+545
+0.8% +$82.6K 1.31% 31
2025
Q4 		$10.2M Sell
71,007
-35,566
-33% -$5.24M 1.25% 30
2025
Q3 		$16.4M Buy
106,573
+97,479
+1,072% +$15.2M 1.38% 25
2025
Q2 		$1.45M Buy
9,094
+501
+6% +$81.8K 2.1% 15
2025
Q1 		$1.46M Sell
8,593
-94,799
-92% -$15.9M 2.55% 11
2024
Q4 		$17.3M Buy
103,392
+2,611
+3% +$445K 1.92% 17
2024
Q3 		$17.4M Buy
100,781
+2,973
+3% +$505K 1.87% 15
2024
Q2 		$15.9M Buy
+97,808
New +$16M 2.01% 14
2023
Q4 		$10.7M Buy
72,824
+10,680
+17% +$1.58M 1.6% 22
2023
Q3 		$9.06M Buy
62,144
+7,736
+14% +$1.18M 1.64% 21
2023
Q2 		$8.26M Buy
54,408
+6,228
+13% +$939K 1.31% 25
2023
Q1 		$7.16M Buy
48,180
+7,192
+18% +$1.03M 1.33% 23
2022
Q4 		$6M Buy
40,988
+8,616
+27% +$1.21M 1.39% 19
2022
Q3 		$4.09M Buy
32,372
+878
+3% +$125K 1.18% 23
2022
Q2 		$4.53M Sell
31,494
-2,404
-7% -$361K 1.13% 20
2022
Q1 		$5.18M Buy
33,898
+4,996
+17% +$782K 1.24% 21
2021
Q4 		$4.73M Buy
28,902
+3,850
+15% +$572K 1.23% 22
2021
Q3 		$3.51M Buy
25,052
+3,992
+19% +$566K 1.05% 27
2021
Q2 		$2.84M Buy
21,060
+6,506
+45% +$880K 1.01% 28
2021
Q1 		$1.97M Buy
14,554
+3,012
+26% +$393K 0.95% 30
2020
Q4 		$1.61M Buy
11,542
+1,121
+11% +$157K 0.94% 30
2020
Q3 		$1.45M Buy
10,421
+1,645
+19% +$218K 1.09% 23
2020
Q2 		$1.05M Sell
8,776
-2,061
-19% -$240K 1.03% 27
2020
Q1 		$1.19M Buy
10,837
+4,744
+78% +$569K 1.94% 16
2019
Q4 		$761K Buy
+6,093
New +$745K 0.79% 29

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

Strategic Wealth Investment Group's PG Position: Q1 2026 in Review

Strategic Wealth Investment Group increased its Procter & Gamble (PG) stake by 0.77% in Q1 2026, buying an estimated $82.6K and bringing the position to 71,552 shares worth $10.3M. The position accounts for 1.31% of the portfolio, ranked #31.

Strategic Wealth Investment Group first reported a position in PG in Q4 2019 and has held it in 25 quarters since. The position peaked at $17.4M in Q3 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Strategic Wealth Investment Group held 71,552 shares of Procter & Gamble worth $10.3M as of Q1 2026.
  • Strategic Wealth Investment Group bought 545 Procter & Gamble shares in Q1 2026, an estimated $82.6K.
  • Procter & Gamble made up 1.31% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #31 holding.
  • Strategic Wealth Investment Group first reported a position in Procter & Gamble in Q4 2019 and has held it in 25 quarters since.
  • Strategic Wealth Investment Group's Procter & Gamble position peaked at $17.4M in Q3 2024.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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