Vance Wealth’s Procter & Gamble PG Stock Holding History

Vance 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	$12M	Buy	83,404 +231	+0.3%	+$35K	3.48%	4
2025 Q4	$11.9M	Sell	83,173 -3,747	-4%	-$552K	3.54%	4
2025 Q3	$13.4M	Buy	86,920 +23	+0%	+$3.59K	4.11%	4
2025 Q2	$13.8M	Buy	86,897 +67	+0.1%	+$10.9K	4.67%	3
2025 Q1	$14.8M	Sell	86,830 -29	-0%	-$4.86K	5.56%	3
2024 Q4	$14.6M	Sell	86,859 -367	-0.4%	-$62.5K	5.62%	3
2024 Q3	$15.1M	Buy	87,226 +54	+0.1%	+$9.17K	5.72%	3
2024 Q2	$14.4M	Sell	87,172 -127	-0.1%	-$20.8K	5.9%	3
2024 Q1	$14.2M	Sell	87,299 -24	-0%	-$3.76K	5.64%	3
2023 Q4	$12.8M	Sell	87,323 -358	-0.4%	-$53K	5.55%	3
2023 Q3	$12.8M	Sell	87,681 -61	-0.1%	-$9.32K	5.98%	3
2023 Q2	$13.3M	Buy	87,742 +82,353	+1,528%	+$12.4M	6.06%	3
2023 Q1	$801K	Buy	5,389 +212	+4%	+$30.3K	0.43%	37
2022 Q4	$785K	Sell	5,177 -49	-0.9%	-$6.87K	0.49%	32
2022 Q3	$660K	Sell	5,226 -124	-2%	-$17.6K	0.51%	29
2022 Q2	$769K	Sell	5,350 -145	-3%	-$21.8K	0.59%	27
2022 Q1	$840K	Buy	5,495 +3,663	+200%	+$573K	1.06%	18
2021 Q4	$300K	Buy	+1,832	New	+$272K	0.29%	45

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

Vance Wealth's PG Position: Q1 2026 in Review

Vance Wealth increased its Procter & Gamble (PG) stake by 0.28% in Q1 2026, buying an estimated $35K and bringing the position to 83,404 shares worth $12M. The position accounts for 3.48% of the portfolio, ranked #4.

Vance Wealth first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.1M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Vance Wealth held 83,404 shares of Procter & Gamble worth $12M as of Q1 2026.
Vance Wealth bought 231 Procter & Gamble shares in Q1 2026, an estimated $35K.
Procter & Gamble made up 3.48% of Vance Wealth's portfolio in Q1 2026, its #4 holding.
Vance Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
Vance Wealth's Procter & Gamble position peaked at $15.1M in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.