Three Bridge Wealth Advisors’s Procter & Gamble PG Stock Holding History

Three Bridge 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	$940K	Buy	6,509 +3,006	+86%	+$456K	0.26%	40
2025 Q4	$502K	Sell	3,503 -20	-0.6%	-$2.95K	0.13%	59
2025 Q3	$541K	Sell	3,523 -652	-16%	-$102K	0.14%	59
2025 Q2	$665K	Buy	4,175 +1,470	+54%	+$240K	0.18%	56
2025 Q1	$461K	Buy	2,705 +81	+3%	+$13.6K	0.16%	62
2024 Q4	$440K	Buy	2,624 +413	+19%	+$70.3K	0.15%	66
2024 Q3	$383K	Sell	2,211 -884	-29%	-$150K	0.14%	65
2024 Q2	$510K	Sell	3,095 -501	-14%	-$81.9K	0.2%	58
2024 Q1	$583K	Sell	3,596 -308	-8%	-$48.3K	0.23%	59
2023 Q4	$572K	Sell	3,904 -249	-6%	-$36.9K	0.2%	55
2023 Q3	$606K	Sell	4,153 -34	-0.8%	-$5.19K	0.25%	57
2023 Q2	$635K	Sell	4,187 -278	-6%	-$41.9K	0.27%	57
2023 Q1	$664K	Buy	4,465 +777	+21%	+$111K	0.31%	51
2022 Q4	$559K	Sell	3,688 -33	-0.9%	-$4.63K	0.3%	52
2022 Q3	$470K	Sell	3,721 -124	-3%	-$17.6K	0.24%	55
2022 Q2	$553K	Sell	3,845 -338	-8%	-$50.8K	0.27%	56
2022 Q1	$639K	Buy	+4,183	New	+$654K	0.18%	54

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

Three Bridge Wealth Advisors's PG Position: Q1 2026 in Review

Three Bridge Wealth Advisors increased its Procter & Gamble (PG) stake by 86% in Q1 2026, buying an estimated $456K and bringing the position to 6,509 shares worth $940K. The position accounts for 0.26% of the portfolio, ranked #40.

Three Bridge Wealth Advisors first reported a position in PG in Q1 2022 and has held it in 17 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Three Bridge Wealth Advisors held 6,509 shares of Procter & Gamble worth $940K as of Q1 2026.
Three Bridge Wealth Advisors bought 3,006 Procter & Gamble shares in Q1 2026, an estimated $456K.
Procter & Gamble made up 0.26% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #40 holding.
Three Bridge Wealth Advisors first reported a position in Procter & Gamble in Q1 2022 and has held it in 17 quarters since.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.