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Veridan Wealth’s Procter & Gamble PG Stock Holding History

Veridan 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 		$348K Buy
2,406
+127
+6% +$19.3K 0.13% 65
2025
Q4 		$327K Buy
2,279
+21
+0.9% +$3.1K 0.11% 66
2025
Q3 		$347K Buy
+2,258
New +$353K 0.12% 65
2025
Q1 		$396K Buy
2,326
+37
+2% +$6.2K 0.18% 54
2024
Q4 		$386K Buy
+2,289
New +$390K 0.18% 61
2024
Q2 		$373K Buy
+2,342
New +$383K 0.15% 57

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

Veridan Wealth's PG Position: Q1 2026 in Review

Veridan Wealth increased its Procter & Gamble (PG) stake by 5.6% in Q1 2026, buying an estimated $19.3K and bringing the position to 2,406 shares worth $348K. The position accounts for 0.13% of the portfolio, ranked #65.

Veridan Wealth first reported a position in PG in Q2 2024 and has held it in 6 quarters since. The position peaked at $396K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Veridan Wealth held 2,406 shares of Procter & Gamble worth $348K as of Q1 2026.
  • Veridan Wealth bought 127 Procter & Gamble shares in Q1 2026, an estimated $19.3K.
  • Procter & Gamble made up 0.13% of Veridan Wealth's portfolio in Q1 2026, its #65 holding.
  • Veridan Wealth first reported a position in Procter & Gamble in Q2 2024 and has held it in 6 quarters since.
  • Veridan Wealth's Procter & Gamble position peaked at $396K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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