VWM
PG icon

VanWeelden Wealth Management’s Procter & Gamble PG Stock Holding History

VanWeelden Wealth Management’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 		$1.44M Sell
9,967
-499
-5% -$75.6K 1.15% 19
2025
Q4 		$1.5M Sell
10,466
-182
-2% -$26.8K 1.18% 12
2025
Q3 		$1.64M Buy
+10,648
New +$1.66M 1.35% 10
2025
Q1 		$2.09M Buy
12,254
+1,605
+15% +$269K 1.86% 9
2024
Q4 		$1.79M Buy
+10,649
New +$1.81M 1.61% 12
2024
Q2 		$1.83M Buy
+11,512
New +$1.88M 1.57% 10

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

VanWeelden Wealth Management's PG Position: Q1 2026 in Review

VanWeelden Wealth Management reduced its Procter & Gamble (PG) stake by 4.8% in Q1 2026, selling an estimated $75.6K and leaving 9,967 shares worth $1.44M. The position accounts for 1.15% of the portfolio, ranked #19.

VanWeelden Wealth Management first reported a position in PG in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.09M in Q1 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • VanWeelden Wealth Management held 9,967 shares of Procter & Gamble worth $1.44M as of Q1 2026.
  • VanWeelden Wealth Management sold 499 Procter & Gamble shares in Q1 2026, an estimated $75.6K.
  • Procter & Gamble made up 1.15% of VanWeelden Wealth Management's portfolio in Q1 2026, its #19 holding.
  • VanWeelden Wealth Management first reported a position in Procter & Gamble in Q2 2024 and has held it in 6 quarters since.
  • VanWeelden Wealth Management's Procter & Gamble position peaked at $2.09M in Q1 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on VanWeelden Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.