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Turning Point Benefit Group’s Procter & Gamble PG Stock Holding History

Turning Point Benefit Group’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 		– Sell
-116
Closed -$16.6K – 596
2025
Q4 		$16.6K Buy
116
+56
+93% +$8.26K 0.01% 208
2025
Q3 		$9.19K Buy
+60
New +$9.37K 0.01% 208

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

Turning Point Benefit Group's PG Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 116 shares — an estimated $16.6K sold.

Turning Point Benefit Group first reported a position in PG in Q3 2025 and held it in 2 quarters. The position peaked at $16.6K in Q4 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 116 Procter & Gamble shares in Q1 2026, an estimated $16.6K.
  • Turning Point Benefit Group first reported a position in Procter & Gamble in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Procter & Gamble position peaked at $16.6K in Q4 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.