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TruWealth Advisors’s Procter & Gamble PG Stock Holding History

TruWealth 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 		$503K Sell
3,480
-820
-19% -$124K 0.02% 119
2025
Q4 		$616K Sell
4,300
-22
-0.5% -$3.24K 0.03% 111
2025
Q3 		$664K Sell
4,322
-209
-5% -$32.6K 0.03% 105
2025
Q2 		$722K Sell
4,531
-4
-0.1% -$653 0.04% 103
2025
Q1 		$773K Sell
4,535
-366
-7% -$61.3K 0.05% 93
2024
Q4 		$822K Sell
4,901
-54
-1% -$9.2K 0.05% 88
2024
Q3 		$858K Buy
4,955
+2
+0% +$340 0.05% 85
2024
Q2 		$817K Sell
4,953
-51
-1% -$8.34K 0.05% 83
2024
Q1 		$812K Buy
5,004
+241
+5% +$37.8K 0.06% 86
2023
Q4 		$698K Buy
4,763
+226
+5% +$33.5K 0.05% 82
2023
Q3 		$662K Buy
4,537
+10
+0.2% +$1.53K 0.06% 81
2023
Q2 		$687K Buy
4,527
+167
+4% +$25.2K 0.06% 80
2023
Q1 		$648K Sell
4,360
-207
-5% -$29.6K 0.06% 82
2022
Q4 		$692K Buy
4,567
+59
+1% +$8.27K 0.07% 83
2022
Q3 		$569K Buy
4,508
+28
+0.6% +$3.98K 0.06% 81
2022
Q2 		$644K Buy
4,480
+670
+18% +$101K 0.07% 76
2022
Q1 		$582K Sell
3,810
-45
-1% -$7.04K 0.06% 68
2021
Q4 		$631K Sell
3,855
-147
-4% -$21.8K 0.06% 72
2021
Q3 		$559K Sell
4,002
-163
-4% -$23.1K 0.06% 73
2021
Q2 		$562K Sell
4,165
-89
-2% -$12K 0.07% 71
2021
Q1 		$576K Buy
4,254
+75
+2% +$9.79K 0.08% 68
2020
Q4 		$581K Buy
+4,179
New +$584K 0.09% 70

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

TruWealth Advisors's PG Position: Q1 2026 in Review

TruWealth Advisors reduced its Procter & Gamble (PG) stake by 19% in Q1 2026, selling an estimated $124K and leaving 3,480 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #119.

TruWealth Advisors first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $858K in Q3 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • TruWealth Advisors held 3,480 shares of Procter & Gamble worth $503K as of Q1 2026.
  • TruWealth Advisors sold 820 Procter & Gamble shares in Q1 2026, an estimated $124K.
  • Procter & Gamble made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #119 holding.
  • TruWealth Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Procter & Gamble position peaked at $858K in Q3 2024.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.