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

Triad 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 		$1.58M Buy
10,948
+3,255
+42% +$493K 0.13% 123
2025
Q4 		$1.1M Sell
7,693
-1
-0% -$147 0.1% 143
2025
Q3 		$1.18M Buy
7,694
+1,071
+16% +$167K 0.15% 103
2025
Q2 		$1.06M Buy
6,623
+1,047
+19% +$171K 0.21% 83
2025
Q1 		$950K Buy
5,576
+1,638
+42% +$274K 0.3% 59
2024
Q4 		$660K Buy
+3,938
New +$671K 0.24% 71
2024
Q3 		– Sell
-2,794
Closed -$461K – 661
2024
Q2 		$461K Buy
2,794
+588
+27% +$96.1K 0.24% 40
2024
Q1 		$358K Buy
+2,206
New +$346K 0.27% 37

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

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

Triad Wealth Partners increased its Procter & Gamble (PG) stake by 42% in Q1 2026, buying an estimated $493K and bringing the position to 10,948 shares worth $1.58M. The position accounts for 0.13% of the portfolio, ranked #123.

Triad Wealth Partners first reported a position in PG in Q1 2024 and has held it in 8 quarters since. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Triad Wealth Partners held 10,948 shares of Procter & Gamble worth $1.58M as of Q1 2026.
  • Triad Wealth Partners bought 3,255 Procter & Gamble shares in Q1 2026, an estimated $493K.
  • Procter & Gamble made up 0.13% of Triad Wealth Partners's portfolio in Q1 2026, its #123 holding.
  • Triad Wealth Partners first reported a position in Procter & Gamble in Q1 2024 and has held it in 8 quarters since.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.