TAFW
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Tred Avon Family Wealth’s Procter & Gamble PG Stock Holding History

Tred Avon Family Wealth’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 		$1.73M Hold
11,997
– – 0.58% 40
2025
Q4 		$1.72M Buy
11,997
+595
+5% +$87.7K 0.56% 37
2025
Q3 		$1.75M Buy
+11,402
New +$1.78M 0.6% 36

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

Tred Avon Family Wealth's PG Position: Q1 2026 in Review

Tred Avon Family Wealth held its Procter & Gamble (PG) position steady in Q1 2026 at 11,997 shares worth $1.73M. The position accounts for 0.58% of the portfolio, ranked #40.

Tred Avon Family Wealth first reported a position in PG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.75M in Q3 2025. 3,991 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Tred Avon Family Wealth held 11,997 shares of Procter & Gamble worth $1.73M as of Q1 2026.
  • Tred Avon Family Wealth left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.58% of Tred Avon Family Wealth's portfolio in Q1 2026, its #40 holding.
  • Tred Avon Family Wealth first reported a position in Procter & Gamble in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Procter & Gamble position peaked at $1.75M in Q3 2025.
  • 3,991 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.