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Tower Wealth Partners’s Procter & Gamble PG Stock Holding History

Tower Wealth 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 		$1.3M Sell
8,969
-683
-7% -$104K 0.72% 22
2025
Q4 		$1.38M Sell
9,652
-1,354
-12% -$200K 0.76% 20
2025
Q3 		$1.69M Sell
11,006
-130
-1% -$20.3K 0.93% 15
2025
Q2 		$1.77M Sell
11,136
-135
-1% -$22K 1.05% 15
2025
Q1 		$1.92M Sell
11,271
-206
-2% -$34.5K 1.03% 17
2024
Q4 		$1.92M Sell
11,477
-340
-3% -$57.9K 1.01% 17
2024
Q3 		$2.05M Buy
11,817
+8
+0.1% +$1.36K 1.19% 15
2024
Q2 		$1.95M Buy
11,809
+121
+1% +$19.8K 1.2% 15
2024
Q1 		$1.9M Buy
11,688
+6,805
+139% +$1.07M 1.23% 15
2023
Q4 		$716K Sell
4,883
-2
-0% -$296 0.51% 24
2023
Q3 		$713K Buy
4,885
+38
+0.8% +$5.8K 0.59% 22
2023
Q2 		$735K Buy
4,847
+1,063
+28% +$160K 0.59% 23
2023
Q1 		$563K Buy
3,784
+3
+0.1% +$429 0.47% 25
2022
Q4 		$573K Sell
3,781
-14
-0.4% -$1.96K 0.5% 26
2022
Q3 		$511K Buy
3,795
+153
+4% +$21.7K 0.49% 29
2022
Q2 		$524K Buy
3,642
+369
+11% +$55.5K 0.7% 23
2022
Q1 		$500K Buy
3,273
+39
+1% +$6.1K 0.54% 26
2021
Q4 		$529K Sell
3,234
-666
-17% -$98.9K 0.54% 24
2021
Q3 		$545K Buy
3,900
+65
+2% +$9.21K 0.57% 21
2021
Q2 		$517K Sell
3,835
-97
-2% -$13.1K 0.57% 24
2021
Q1 		$533K Sell
3,932
-625
-14% -$81.5K 0.69% 23
2020
Q4 		$634K Buy
+4,557
New +$637K 0.73% 18

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

Tower Wealth Partners's PG Position: Q1 2026 in Review

Tower Wealth Partners reduced its Procter & Gamble (PG) stake by 7.1% in Q1 2026, selling an estimated $104K and leaving 8,969 shares worth $1.3M. The position accounts for 0.72% of the portfolio, ranked #22.

Tower Wealth Partners first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.05M in Q3 2024. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Tower Wealth Partners held 8,969 shares of Procter & Gamble worth $1.3M as of Q1 2026.
  • Tower Wealth Partners sold 683 Procter & Gamble shares in Q1 2026, an estimated $104K.
  • Procter & Gamble made up 0.72% of Tower Wealth Partners's portfolio in Q1 2026, its #22 holding.
  • Tower Wealth Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Tower Wealth Partners's Procter & Gamble position peaked at $2.05M in Q3 2024.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.