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ViaWealth’s Procter & Gamble PG Stock Holding History

ViaWealth’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 		$1M Sell
6,927
-222
-3% -$33.7K 0.56% 53
2025
Q4 		$1.02M Sell
7,149
-256
-3% -$37.7K 0.58% 51
2025
Q3 		$1.14M Buy
7,405
+169
+2% +$26.4K 0.62% 45
2025
Q2 		$1.15M Sell
7,236
-61
-0.8% -$9.96K 0.68% 45
2025
Q1 		$1.24M Sell
7,297
-184
-2% -$30.8K 0.77% 34
2024
Q4 		$1.25M Sell
7,481
-537
-7% -$91.5K 0.76% 38
2024
Q3 		$1.39M Buy
8,018
+22
+0.3% +$3.73K 0.81% 32
2024
Q2 		$1.32M Sell
7,996
-382
-5% -$62.5K 0.82% 30
2024
Q1 		$1.36M Buy
8,378
+37
+0.4% +$5.8K 0.85% 31
2023
Q4 		$1.22M Sell
8,341
-307
-4% -$45.5K 0.84% 31
2023
Q3 		$1.26M Sell
8,648
-839
-9% -$128K 0.93% 28
2023
Q2 		$1.44M Sell
9,487
-476
-5% -$71.7K 1.07% 22
2023
Q1 		$1.48M Sell
9,963
-71
-0.7% -$10.1K 1.17% 21
2022
Q4 		$1.53M Buy
+10,034
New +$1.41M 1.26% 21

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

ViaWealth's PG Position: Q1 2026 in Review

ViaWealth reduced its Procter & Gamble (PG) stake by 3.1% in Q1 2026, selling an estimated $33.7K and leaving 6,927 shares worth $1M. The position accounts for 0.56% of the portfolio, ranked #53.

ViaWealth first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.53M in Q4 2022. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • ViaWealth held 6,927 shares of Procter & Gamble worth $1M as of Q1 2026.
  • ViaWealth sold 222 Procter & Gamble shares in Q1 2026, an estimated $33.7K.
  • Procter & Gamble made up 0.56% of ViaWealth's portfolio in Q1 2026, its #53 holding.
  • ViaWealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • ViaWealth's Procter & Gamble position peaked at $1.53M in Q4 2022.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.