Trifecta Capital Advisors’s Procter & Gamble PG Stock Holding History

Trifecta Capital Advisors’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	$532K	Sell	3,681 -620	-14%	-$94K	0.08%	74
2025 Q4	$616K	Sell	4,301 -87	-2%	-$12.8K	0.09%	69
2025 Q3	$674K	Buy	4,388 +474	+12%	+$74K	0.1%	66
2025 Q2	$624K	Hold	3,914	–	–	0.1%	67
2025 Q1	$667K	Buy	3,914 +9	+0.2%	+$1.51K	0.14%	56
2024 Q4	$655K	Sell	3,905 -45	-1%	-$7.66K	0.13%	58
2024 Q3	$684K	Sell	3,950 -99	-2%	-$16.8K	0.14%	58
2024 Q2	$668K	Buy	4,049 +99	+3%	+$16.2K	0.15%	57
2024 Q1	$641K	Sell	3,950 -168	-4%	-$26.3K	0.16%	63
2023 Q4	$603K	Sell	4,118 -32	-0.8%	-$4.74K	0.17%	62
2023 Q3	$605K	Sell	4,150 -25	-0.6%	-$3.82K	0.19%	62
2023 Q2	$634K	Buy	4,175 +3,648	+692%	+$550K	0.2%	60
2023 Q1	$78.4K	Hold	527	–	–	0.03%	122
2022 Q4	$79.9K	Buy	+527	New	+$73.9K	0.03%	110

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

Trifecta Capital Advisors's PG Position: Q1 2026 in Review

Trifecta Capital Advisors reduced its Procter & Gamble (PG) stake by 14% in Q1 2026, selling an estimated $94K and leaving 3,681 shares worth $532K. The position accounts for 0.08% of the portfolio, ranked #74.

Trifecta Capital Advisors first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $684K in Q3 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Trifecta Capital Advisors held 3,681 shares of Procter & Gamble worth $532K as of Q1 2026.
Trifecta Capital Advisors sold 620 Procter & Gamble shares in Q1 2026, an estimated $94K.
Procter & Gamble made up 0.08% of Trifecta Capital Advisors's portfolio in Q1 2026, its #74 holding.
Trifecta Capital Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Procter & Gamble position peaked at $684K in Q3 2024.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.