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Tilia Fiduciary Partners’s Procter & Gamble PG Stock Holding History

Tilia Fiduciary Partners’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 		$248K Sell
1,720
-24
-1% -$3.64K 0.14% 105
2025
Q4 		$250K Sell
1,744
-79
-4% -$11.6K 0.14% 103
2025
Q3 		$280K Sell
1,823
-236
-11% -$36.9K 0.16% 101
2025
Q2 		$328K Buy
2,059
+1
+0% +$163 0.2% 92
2025
Q1 		$351K Sell
2,058
-100
-5% -$16.7K 0.23% 90
2024
Q4 		$362K Sell
2,158
-104
-5% -$17.7K 0.25% 86
2024
Q3 		$392K Buy
2,262
+73
+3% +$12.4K 0.27% 80
2024
Q2 		$361K Buy
2,189
+1
+0% +$163 0.28% 80
2024
Q1 		$355K Sell
2,188
-90
-4% -$14.1K 0.29% 80
2023
Q4 		$334K Buy
2,278
+62
+3% +$9.18K 0.31% 81
2023
Q3 		$323K Buy
2,216
+186
+9% +$28.4K 0.34% 78
2023
Q2 		$308K Buy
2,030
+1
+0% +$151 0.28% 78
2023
Q1 		$302K Sell
2,029
-29
-1% -$4.15K 0.29% 86
2022
Q4 		$312K Buy
2,058
+1
+0% +$140 0.3% 84
2022
Q3 		$256K Sell
2,057
-109
-5% -$15.5K 0.26% 87
2022
Q2 		$314K Sell
2,166
-74
-3% -$11.1K 0.3% 80
2022
Q1 		$342K Buy
2,240
+11
+0.5% +$1.72K 0.29% 81
2021
Q4 		$365K Buy
+2,229
New +$331K 0.29% 78

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

Tilia Fiduciary Partners's PG Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its Procter & Gamble (PG) stake by 1.4% in Q1 2026, selling an estimated $3.64K and leaving 1,720 shares worth $248K. The position accounts for 0.14% of the portfolio, ranked #105.

Tilia Fiduciary Partners first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $392K in Q3 2024. 3,991 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Tilia Fiduciary Partners held 1,720 shares of Procter & Gamble worth $248K as of Q1 2026.
  • Tilia Fiduciary Partners sold 24 Procter & Gamble shares in Q1 2026, an estimated $3.64K.
  • Procter & Gamble made up 0.14% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #105 holding.
  • Tilia Fiduciary Partners first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's Procter & Gamble position peaked at $392K in Q3 2024.
  • 3,991 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.