VA
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VestGen Advisors’s Procter & Gamble PG Stock Holding History

VestGen 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 		$4.8M Buy
33,342
+5,204
+18% +$789K 0.13% 142
2025
Q4 		$4.03M Sell
28,138
-15,617
-36% -$2.3M 0.17% 127
2025
Q3 		$6.72M Sell
43,755
-6,520
-13% -$1.02M 0.22% 103
2025
Q2 		$7.83M Sell
50,275
-1,282
-2% -$209K 0.31% 71
2025
Q1 		$8.79M Buy
+51,557
New +$8.64M 0.4% 53

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

VestGen Advisors's PG Position: Q1 2026 in Review

VestGen Advisors increased its Procter & Gamble (PG) stake by 18% in Q1 2026, buying an estimated $789K and bringing the position to 33,342 shares worth $4.8M. The position accounts for 0.13% of the portfolio, ranked #142.

VestGen Advisors first reported a position in PG in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.79M in Q1 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • VestGen Advisors held 33,342 shares of Procter & Gamble worth $4.8M as of Q1 2026.
  • VestGen Advisors bought 5,204 Procter & Gamble shares in Q1 2026, an estimated $789K.
  • Procter & Gamble made up 0.13% of VestGen Advisors's portfolio in Q1 2026, its #142 holding.
  • VestGen Advisors first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's Procter & Gamble position peaked at $8.79M in Q1 2025.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.