TritonPoint Wealth’s Procter & Gamble PG Stock Holding History

TritonPoint 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	$3.79M	Sell	26,239 -852	-3%	-$129K	0.41%	63
2025 Q4	$3.88M	Sell	27,091 -4,820	-15%	-$711K	0.39%	63
2025 Q3	$4.9M	Buy	31,911 +134	+0.4%	+$20.9K	0.42%	62
2025 Q2	$5.06M	Buy	31,777 +368	+1%	+$60.1K	0.47%	55
2025 Q1	$5.35M	Sell	31,409 -740	-2%	-$124K	0.51%	50
2024 Q4	$5.39M	Sell	32,149 -1,434	-4%	-$244K	0.49%	55
2024 Q3	$5.83M	Sell	33,583 -1,585	-5%	-$269K	0.53%	53
2024 Q2	$5.8M	Sell	35,168 -2,070	-6%	-$338K	0.56%	51
2024 Q1	$5.41M	Sell	37,238 -2,426	-6%	-$380K	0.57%	52
2023 Q4	$5.81M	Buy	+39,664	New	+$5.87M	0.57%	52

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

TritonPoint Wealth's PG Position: Q1 2026 in Review

TritonPoint Wealth reduced its Procter & Gamble (PG) stake by 3.1% in Q1 2026, selling an estimated $129K and leaving 26,239 shares worth $3.79M. The position accounts for 0.41% of the portfolio, ranked #63.

TritonPoint Wealth first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.83M in Q3 2024. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

TritonPoint Wealth held 26,239 shares of Procter & Gamble worth $3.79M as of Q1 2026.
TritonPoint Wealth sold 852 Procter & Gamble shares in Q1 2026, an estimated $129K.
Procter & Gamble made up 0.41% of TritonPoint Wealth's portfolio in Q1 2026, its #63 holding.
TritonPoint Wealth first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Procter & Gamble position peaked at $5.83M in Q3 2024.
3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.