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

Summit Wealth 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	$1.1M	Sell	7,627 -100	-1%	-$15.2K	0.25%	48
2025 Q4	$1.11M	Buy	7,727 +171	+2%	+$25.2K	0.26%	46
2025 Q3	$1.16M	Sell	7,556 -14	-0.2%	-$2.19K	0.28%	44
2025 Q2	$1.21M	Buy	7,570 +133	+2%	+$21.7K	0.31%	45
2025 Q1	$1.27M	Buy	7,437 +752	+11%	+$126K	0.37%	39
2024 Q4	$1.12M	Hold	6,685	–	–	0.32%	42
2024 Q3	$1.16M	Hold	6,685	–	–	0.33%	41
2024 Q2	$1.1M	Buy	+6,685	New	+$1.09M	0.33%	40
2023 Q3	–	Sell	-7,312	Closed	-$1.11M	–	62
2023 Q2	$1.11M	Sell	7,312 -1,079,977	-99%	-$163M	0.45%	32
2023 Q1	$7K	Buy	+1,087,289	New	+$155M	0.17%	47
2021 Q4	–	Sell	-7,439	Closed	-$1.04M	–	45
2021 Q3	$1.04M	Buy	+7,439	New	+$1.05M	1.64%	12
2021 Q1	–	Sell	-7,276	Closed	-$1.01M	–	204
2020 Q4	$1.01M	Hold	7,276	–	–	0.63%	24
2020 Q3	$1.01M	Hold	7,276	–	–	0.88%	16
2020 Q2	$870K	Buy	7,276 +120	+2%	+$14K	0.8%	15
2020 Q1	$787K	Hold	7,156	–	–	0.8%	14
2019 Q4	$894K	Buy	+7,156	New	+$876K	0.84%	14

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Summit Wealth Group reduced its Procter & Gamble (PG) stake by 1.3% in Q1 2026, selling an estimated $15.2K and leaving 7,627 shares worth $1.1M. The position accounts for 0.25% of the portfolio, ranked #48.

Summit Wealth Group first reported a position in PG in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.27M in Q1 2025. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Summit Wealth Group held 7,627 shares of Procter & Gamble worth $1.1M as of Q1 2026.
Summit Wealth Group sold 100 Procter & Gamble shares in Q1 2026, an estimated $15.2K.
Procter & Gamble made up 0.25% of Summit Wealth Group's portfolio in Q1 2026, its #48 holding.
Summit Wealth Group first reported a position in Procter & Gamble in Q4 2019 and has held it in 16 quarters since.
Summit Wealth Group's Procter & Gamble position peaked at $1.27M in Q1 2025.
3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.