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Strategies Wealth Advisors’s Procter & Gamble PG Stock Holding History

Strategies Wealth Advisors’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 		$677K Sell
4,685
-522
-10% -$79.1K 0.07% 81
2025
Q4 		$746K Buy
5,207
+2,561
+97% +$378K 0.07% 69
2025
Q3 		$407K Sell
2,646
-1,890
-42% -$295K 0.04% 122
2025
Q2 		$723K Buy
4,536
+189
+4% +$30.8K 0.08% 76
2025
Q1 		$741K Buy
4,347
+2,439
+128% +$409K 0.09% 68
2024
Q4 		$324K Buy
+1,908
New +$325K 0.04% 99

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

Strategies Wealth Advisors's PG Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Procter & Gamble (PG) stake by 10% in Q1 2026, selling an estimated $79.1K and leaving 4,685 shares worth $677K. The position accounts for 0.07% of the portfolio, ranked #81.

Strategies Wealth Advisors first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $746K in Q4 2025. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Strategies Wealth Advisors held 4,685 shares of Procter & Gamble worth $677K as of Q1 2026.
  • Strategies Wealth Advisors sold 522 Procter & Gamble shares in Q1 2026, an estimated $79.1K.
  • Procter & Gamble made up 0.07% of Strategies Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • Strategies Wealth Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Procter & Gamble position peaked at $746K in Q4 2025.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.