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Unique Wealth’s Procter & Gamble PG Stock Holding History

Unique 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 		$354K Buy
2,449
+101
+4% +$15.3K 0.05% 148
2025
Q4 		$337K Buy
2,348
+225
+11% +$33.2K 0.05% 147
2025
Q3 		$326K Buy
2,123
+5
+0.2% +$781 0.05% 144
2025
Q2 		$337K Sell
2,118
-23
-1% -$3.75K 0.05% 134
2025
Q1 		$365K Buy
2,141
+61
+3% +$10.2K 0.07% 118
2024
Q4 		$349K Sell
2,080
-3
-0.1% -$511 0.07% 107
2024
Q3 		$361K Hold
2,083
– – 0.08% 90
2024
Q2 		$344K Buy
2,083
+35
+2% +$5.72K 0.09% 71
2024
Q1 		$332K Buy
2,048
+15
+0.7% +$2.35K 0.09% 69
2023
Q4 		$298K Sell
2,033
-255
-11% -$37.8K 0.1% 64
2023
Q3 		$334K Sell
2,288
-10
-0.4% -$1.53K 0.14% 65
2023
Q2 		$349K Buy
2,298
+51
+2% +$7.69K 0.15% 54
2023
Q1 		$334K Sell
2,247
-20
-0.9% -$2.86K 0.16% 40
2022
Q4 		$344K Buy
+2,267
New +$318K 0.18% 39

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

Unique Wealth's PG Position: Q1 2026 in Review

Unique Wealth increased its Procter & Gamble (PG) stake by 4.3% in Q1 2026, buying an estimated $15.3K and bringing the position to 2,449 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #148.

Unique Wealth first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $365K in Q1 2025. 3,985 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Unique Wealth held 2,449 shares of Procter & Gamble worth $354K as of Q1 2026.
  • Unique Wealth bought 101 Procter & Gamble shares in Q1 2026, an estimated $15.3K.
  • Procter & Gamble made up 0.05% of Unique Wealth's portfolio in Q1 2026, its #148 holding.
  • Unique Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Unique Wealth's Procter & Gamble position peaked at $365K in Q1 2025.
  • 3,985 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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