TCWM
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Total Clarity Wealth Management’s Procter & Gamble PG Stock Holding History

Total Clarity 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 		$359K Sell
2,484
-113
-4% -$17.1K 0.08% 223
2025
Q4 		$372K Buy
2,597
+138
+6% +$20.3K 0.09% 207
2025
Q3 		$378K Buy
2,459
+24
+1% +$3.75K 0.1% 197
2025
Q2 		$388K Buy
2,435
+181
+8% +$29.5K 0.11% 186
2025
Q1 		$378K Hold
2,254
– – 0.12% 173
2024
Q4 		$378K Sell
2,254
-59
-3% -$10K 0.12% 173
2024
Q3 		$401K Buy
2,313
+108
+5% +$18.3K 0.13% 161
2024
Q2 		$364K Sell
2,205
-243
-10% -$39.7K 0.13% 162
2024
Q1 		$397K Sell
2,448
-231
-9% -$36.2K 0.14% 168
2023
Q4 		$393K Sell
2,679
-603
-18% -$89.3K 0.16% 148
2023
Q3 		$479K Buy
3,282
+325
+11% +$49.6K 0.23% 113
2023
Q2 		$449K Buy
2,957
+138
+5% +$20.8K 0.22% 114
2023
Q1 		$419K Sell
2,819
-986
-26% -$141K 0.23% 102
2022
Q4 		$577K Buy
3,805
+181
+5% +$25.4K 0.29% 87
2022
Q3 		$458K Buy
3,624
+84
+2% +$11.9K 0.29% 96
2022
Q2 		$509K Buy
3,540
+1,810
+105% +$272K 0.26% 92
2022
Q1 		$264K Sell
1,730
-11
-0.6% -$1.72K 0.14% 177
2021
Q4 		$285K Sell
1,741
-284
-14% -$42.2K 0.13% 166
2021
Q3 		$283K Hold
2,025
– – 0.13% 167
2021
Q2 		$273K Buy
2,025
+463
+30% +$62.6K 0.15% 173
2021
Q1 		$212K Hold
1,562
– – 0.12% 170
2020
Q4 		$217K Sell
1,562
-35
-2% -$4.89K 0.15% 141
2020
Q3 		$222K Buy
+1,597
New +$212K 0.19% 116
2020
Q1 		– Sell
-1,402
Closed -$175K – 473
2019
Q4 		$175K Buy
+1,402
New +$172K 0.13% 132

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

Total Clarity Wealth Management's PG Position: Q1 2026 in Review

Total Clarity Wealth Management reduced its Procter & Gamble (PG) stake by 4.4% in Q1 2026, selling an estimated $17.1K and leaving 2,484 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #223.

Total Clarity Wealth Management first reported a position in PG in Q4 2019 and has held it in 24 quarters since. The position peaked at $577K in Q4 2022. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Total Clarity Wealth Management held 2,484 shares of Procter & Gamble worth $359K as of Q1 2026.
  • Total Clarity Wealth Management sold 113 Procter & Gamble shares in Q1 2026, an estimated $17.1K.
  • Procter & Gamble made up 0.08% of Total Clarity Wealth Management's portfolio in Q1 2026, its #223 holding.
  • Total Clarity Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 24 quarters since.
  • Total Clarity Wealth Management's Procter & Gamble position peaked at $577K in Q4 2022.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.