Topsail Wealth Management’s Procter & Gamble PG Stock Holding History

Topsail Wealth Management’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	$1.88M	Buy	13,012 +329	+3%	+$49.9K	0.28%	38
2025 Q4	$1.82M	Buy	12,683 +1,492	+13%	+$220K	0.27%	39
2025 Q3	$1.72M	Sell	11,191 -1,264	-10%	-$197K	0.29%	39
2025 Q2	$1.98M	Sell	12,455 -457	-4%	-$74.6K	0.36%	28
2025 Q1	$2.2M	Sell	12,912 -323	-2%	-$54.1K	0.45%	22
2024 Q4	$2.22M	Buy	+13,235	New	+$2.25M	0.47%	22

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

Topsail Wealth Management's PG Position: Q1 2026 in Review

Topsail Wealth Management increased its Procter & Gamble (PG) stake by 2.6% in Q1 2026, buying an estimated $49.9K and bringing the position to 13,012 shares worth $1.88M. The position accounts for 0.28% of the portfolio, ranked #38.

Topsail Wealth Management first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.22M in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Topsail Wealth Management held 13,012 shares of Procter & Gamble worth $1.88M as of Q1 2026.
Topsail Wealth Management bought 329 Procter & Gamble shares in Q1 2026, an estimated $49.9K.
Procter & Gamble made up 0.28% of Topsail Wealth Management's portfolio in Q1 2026, its #38 holding.
Topsail Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
Topsail Wealth Management's Procter & Gamble position peaked at $2.22M in Q4 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.