Tidemark’s Procter & Gamble PG Stock Holding History

Tidemark’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	$30.2K	Buy	209 +61	+41%	+$9.25K	0.01%	319
2025 Q4	$21.2K	Hold	148	–	–	0.01%	335
2025 Q3	$22.7K	Hold	148	–	–	0.01%	339
2025 Q2	$23.6K	Sell	148 -701	-83%	-$114K	0.01%	344
2025 Q1	$145K	Hold	849	–	–	0.05%	142
2024 Q4	$142K	Buy	849 +1	+0.1%	+$170	0.05%	147
2024 Q3	$147K	Sell	848 -1	-0.1%	-$170	0.06%	133
2024 Q2	$140K	Hold	849	–	–	0.06%	131
2024 Q1	$138K	Sell	849 -45	-5%	-$7.06K	0.08%	143
2023 Q4	$131K	Buy	+894	New	+$132K	0.08%	138

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

Tidemark's PG Position: Q1 2026 in Review

Tidemark increased its Procter & Gamble (PG) stake by 41% in Q1 2026, buying an estimated $9.25K and bringing the position to 209 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #319.

Tidemark first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $147K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Tidemark held 209 shares of Procter & Gamble worth $30.2K as of Q1 2026.
Tidemark bought 61 Procter & Gamble shares in Q1 2026, an estimated $9.25K.
Procter & Gamble made up 0.01% of Tidemark's portfolio in Q1 2026, its #319 holding.
Tidemark first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
Tidemark's Procter & Gamble position peaked at $147K in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.