UP Strategic Wealth Investment Advisors’s Procter & Gamble PG Stock Holding History

UP Strategic Wealth Investment 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	$310K	Sell	2,120 -1,618	-43%	-$245K	0.2%	69
2025 Q4	$595K	Buy	3,738 +1,695	+83%	+$250K	0.43%	36
2025 Q3	$301K	Sell	2,043 -296	-13%	-$46.2K	0.23%	63
2025 Q2	$373K	Sell	2,339 -1,126	-32%	-$184K	0.29%	55
2025 Q1	$590K	Sell	3,465 -145	-4%	-$24.3K	0.53%	34
2024 Q4	$605K	Buy	3,610 +749	+26%	+$128K	0.61%	30
2024 Q3	$496K	Buy	2,861 +486	+20%	+$82.5K	0.55%	35
2024 Q2	$392K	Buy	2,375 +323	+16%	+$52.8K	0.59%	35
2024 Q1	$333K	Sell	2,052 -13	-0.6%	-$2.04K	0.54%	42
2023 Q4	$303K	Buy	+2,065	New	+$306K	0.55%	42

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

UP Strategic Wealth Investment Advisors's PG Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its Procter & Gamble (PG) stake by 43% in Q1 2026, selling an estimated $245K and leaving 2,120 shares worth $310K. The position accounts for 0.2% of the portfolio, ranked #69.

UP Strategic Wealth Investment Advisors first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $605K in Q4 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

UP Strategic Wealth Investment Advisors held 2,120 shares of Procter & Gamble worth $310K as of Q1 2026.
UP Strategic Wealth Investment Advisors sold 1,618 Procter & Gamble shares in Q1 2026, an estimated $245K.
Procter & Gamble made up 0.2% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #69 holding.
UP Strategic Wealth Investment Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
UP Strategic Wealth Investment Advisors's Procter & Gamble position peaked at $605K in Q4 2024.
3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.