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Summit Wealth Group (Colorado)’s Procter & Gamble PG Stock Holding History

Summit Wealth Group (Colorado)’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 		$565K Buy
3,912
+2,426
+163% +$368K 0.06% 165
2025
Q4 		$213K Sell
1,486
-30,169
-95% -$4.45M 0.03% 260
2025
Q3 		$1.06M Buy
31,655
+29,870
+1,673% +$4.67M 0.16% 93
2025
Q2 		$284K Buy
+1,785
New +$291K 0.07% 188

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

Summit Wealth Group (Colorado)'s PG Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Procter & Gamble (PG) stake by 163% in Q1 2026, buying an estimated $368K and bringing the position to 3,912 shares worth $565K. The position accounts for 0.06% of the portfolio, ranked #165.

Summit Wealth Group (Colorado) first reported a position in PG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Summit Wealth Group (Colorado) held 3,912 shares of Procter & Gamble worth $565K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 2,426 Procter & Gamble shares in Q1 2026, an estimated $368K.
  • Procter & Gamble made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #165 holding.
  • Summit Wealth Group (Colorado) first reported a position in Procter & Gamble in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Procter & Gamble position peaked at $1.06M in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.